IMSCX Mutual Fund (IMS Capital Value Fund) is managed by IMS Capital Management, Inc. with $31.9M in net assets. IMSCX expense ratio is 1.80%, holding 29 positions across sectors including Communication Services, Information Technology, Unknown. Inception date: 1996-08-05.

IMSCX performance shows a YTD return of 10.85%. The 1-year return is 23.72% and the 5-year return is 11.97%. IMSCX dividend yield stands at 3.19%, paid annually.

IMSCX top holdings include Meta Platforms, Inc. (9.1%), Alphabet Inc series C (8.9%), Nvidia Corp (6.8%), Wells Fargo & Co (6.7%), Amazon.Com Inc (5.9%). View all IMSCX holdings, sector breakdown, or dividend history.

IMSCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IMSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.