IMSCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

IMS Capital Value (IMSCX) Ownership - Who owns IMS Capital Value?

The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

IMSCX

Net Assets

42M

Fund Existence

over 28 years

Turnover

20.76

Total Expense Ratio

1.84

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.84

Assets in Top Ten Holdings

22.7M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

42M

Fund Type

OpenEnd

Index Fund

Management Fee

1.21

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

34.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

58.33%

Gain YTD

-17.233

Annual Yield % from dividends

0.00

Returns for 1 year

-12.52

Returns for 3 years

11.49

Returns for 5 years

41.51

Returns for 10 years

25.92

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General Information

Category LargeBlend

Profile

Fundamentals

Details