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    IMS Capital Value (IMSCX)

    21.41 Up 0.09(0.42%) May 25
    Prev Close:21.32
    YTD Return*:0.14%
    Net Assets*:38.89M
    Yield*:N/A

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IMSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DLTR5.84N/A
    YUM4.05N/A
    FII4.02N/A
    COF3.64N/A
    AMZN3.27N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:38.89M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.74%

    Performance & Risk

    YTD Return:0.14%
    5y Avg Return:3.62%
    Rank in Category (ytd):78
    % Rank in Category (ytd):17.69%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics. View More
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