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 28 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-08-05.

IMSCX performance shows a YTD return of 8.19%. The 1-year return is 15.31% and the 5-year return is 10.88%. IMSCX dividend yield stands at 3.27%, paid annually.

IMSCX top holdings include Alphabet Inc. C (9.1%), Meta Platforms Inc (7.4%), Nvidia Corp (6.4%), Wells Fargo & Co. (5.7%), Amazon.Com Inc (5.6%). 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.