IMSIX Mutual Fund

IMSIX Mutual Fund (IMS Strategic Income Fund) is managed by IMS Capital Management, Inc.. IMSIX expense ratio is 2.02%, holding 32 positions across sectors including Communication Services, Consumer Staples, Energy. Inception date: 2002-11-05.

IMSIX performance shows a YTD return of 2.04%. The 1-year return is 2.49% and the 5-year return is -0.05%. IMSIX dividend yield stands at 8.76%, paid monthly.

IMSIX top holdings include United States Treasury Bonds 4.75% 4.75 2056-02-15 (7.5%), MONEY MARKET FUND (7.3%), Structured Notes (5.9%), Staples Inc (4.5%), Service Properties Trust 3.95 01/15/2028 (4.3%). Go to all IMSIX holdings, IMSIX sectors, or IMSIX dividends.

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