IMSCX : IMS Capital Value Fund

IMSCX is a US Stocks Market Large Growth with HIGH fees.

IMSCX

IMS Capital Value Fund

FI Score

16 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

16% FI Score
  • imscx
  • Mutual Fund
  • US Stocks
  • Large Growth

IMS Capital Value Fund

Expenses: 1.80% (Better than 0% of similar funds)

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

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.

Largest Holdings

Amount Holding
2.38% Dollar Tree Inc
2.19% Bank of America Corp
2.12% Bristol-Myers Squibb Company
2.09% JPMorgan Chase & Co
2.08% NVIDIA Corp
2.03% AbbVie Inc
1.96% Microsoft Corp
1.95% Energizer Holdings Inc
1.92% Amgen Inc
1.91% Intel Corp
1.90% Apple Inc
1.86% Kansas City Southern
1.83% Goldman Sachs Group Inc
1.83% Advanced Micro Devices Inc
1.81% Mastercard Inc A
1.80% Visa Inc Class A
1.78% UnitedHealth Group Inc
1.74% AT&T Inc
1.73% PNC Financial Services Group Inc
1.73% Qualcomm Inc
1.72% Johnson & Johnson
1.71% General Electric Co
1.70% Capital One Financial Corp
1.67% Stanley Black & Decker Inc
1.65% Zoetis Inc Class A

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