Error: Could not add to watchlist. X
+ Watchlist

IMS Dividend Growth Fund

IMSAX:US
NASDAQ GM
16.72
USD
0.02
0.12%
As of 1/16/2018
Fund Type
Open-End Fund
52Wk Range
13.99 - 16.84
1 Yr Return
19.69%
YTD Return
3.40%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
16.74
52Wk Range
13.99 - 16.84
1 Yr Return
19.27%
YTD Return
3.40%
Fund Type
Open-End Fund
Objective
Value Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/16/2018)
16.72
Total Assets (m USD) (on 05/30/2014)
8.678
Inception Date
11/05/2002
Last Dividend (on 12/15/2017)
0.04
Dividend Indicated Gross Yield
0.24%
Fund Managers
CARL W MARKER / CHRISTOPHER MAGANA "CHRIS"
Front Load Fee
0.50%
Back Load Fee
0.00%
Redemption Fee
0.50%
12b-1 Fee
0.00%
Current Mgmt Fee
1.26%
Expense Ratio
1.95%

Top Fund Holdings

Name Position Value % of Fund
1.35 k 570.25 k 5.79
7.78 k 535.93 k 5.44
4.00 k 500.96 k 5.08
1.76 k 488.04 k 4.95
6.40 k 464.06 k 4.71
2.90 k 417.66 k 4.24
17.90 k 413.85 k 4.20
3.45 k 405.20 k 4.11
6.52 k 404.63 k 4.11
2.10 k 402.40 k 4.08
Profile
IMS Dividend Growth Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth from capital appreciation and dividend income. The Fund invests primarily in a diversified portfolio of common stocks with a history of dividend payment and dividend growth. It may invest in both growth and value stocks, as well as international dividend-paying stocks.
Address
IMS Capital Management
8995 SE Otty Road
Portland, Oregon 97266
USA
Phone
1-800-934-5550