IMSAX : IMS Dividend Growth Fund

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


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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo