IMSCX IMS Capital Value Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), Boeing Company (NYSE:BA), Starbucks Corp (NASDAQ:SBUX).

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.

The average market capitalization across the IMS Capital Value MF is 1.52T. The market cap for tickers in the group ranges from 104.41B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is SBUX at 104.41B.

The average weekly volume growth across all stocks in the IMS Capital Value MF was 24%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -40%