IMSCX Mutual Fund

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, Financials. Inception date: 1996-08-05.

IMSCX performance shows a YTD return of 8.86%. The 1-year return is 19.21% and the 5-year return is 11.48%. IMSCX dividend yield stands at 3.25%, paid annually.

IMSCX top holdings include Meta Platforms, Inc. (9.1%), Alphabet Inc. C (8.9%), Nvidia Corp. (6.8%), Wells Fargo & Co. (6.7%), Amazon.Com Inc (5.9%). Go to all IMSCX holdings, IMSCX sectors, or IMSCX dividends.

IMSCX can be compared against other funds. Use IMSCX overlap to find shared positions, or IMSCX vs another fund for a side-by-side view. IMSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.