IMSAX : IMS Dividend Growth Fund

IMSAX is a US Stocks Market Large Blend with HIGH fees.

IMSAX

IMS Dividend Growth Fund

FI Score

14 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

14% FI Score
  • imsax
  • Mutual Fund
  • US Stocks
  • Large Blend

IMS Dividend Growth Fund

Expenses: 1.96% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth from capital appreciation and dividends. The fund invests primarily in a diversified portfolio of dividend-paying common stocks. Under normal circumstances, it will invest at least 80% of its assets in securities of companies that pay regular dividends. It may also invest up to 40% (measured at the time of purchase) of its assets in foreign equity securities, including securities of companies located in emerging markets.

Largest Holdings

Amount Holding
5.12% Microsoft Corp
5.02% S&P Global Inc
4.79% AbbVie Inc
4.77% Qualcomm Inc
4.73% Johnson & Johnson
4.63% Lockheed Martin Corp
4.45% Apple Inc
4.35% Visa Inc Class A
3.96% TJX Companies Inc
3.81% Bank of America Corp
3.79% Southwest Airlines Co
3.63% PayPal Holdings Inc
3.49% Philip Morris International Inc
3.30% Altria Group Inc
3.29% Abbott Laboratories
3.26% BlackRock Inc
3.04% CME Group Inc Class A
2.90% Danaher Corp
2.39% M&T Bank Corp
2.23% Parker Hannifin Corp
2.22% Oracle Corp
2.19% The Walt Disney Co
1.88% Alphabet Inc Class C
1.77% CDK Global Inc
1.73% NVR Inc

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