iM Global Partner Fund Management Mutual Funds List
Here you can find all mutual funds issued by iM Global Partner Fund Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.97%
- Avg. 1 Year Return
- 12.52%
- Avg. 5 Year Return
- 3.26%
- Median Risk/Return Score
- 25 / 100
iM Global Partner Fund Management Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | Corporate Bonds | Sep 28, 2018 | 0.70% | 0.08% | — | 4.24% | 36 | ||||||||
| iMGP High Income Alternatives Fund | Nontraditional Bonds | Sep 27, 2018 | 0.98% | 2.00% | — | 7.76% | 95 | ||||||||
| iMGP Equity Fund | Large Cap Blend Equities | Dec 31, 1996 | 0.98% | 4.75% | 7.78% | 3.24% | 9 | ||||||||
| iMGP International Fund | Foreign Large Cap Equities | Dec 1, 1997 | 1.05% | 8.20% | 6.74% | 1.44% | 25 | ||||||||
| iMGP SBH Focused Small Value Fund | Small Cap Value Equities | Jul 30, 2020 | 1.15% | 6.42% | — | 4.00% | 14 |
Explore top iM Global Partner Fund Management Mutual Fund Categories and Asset Classes
iM Global Partner Fund Management Equity Mutual fundsiM Global Partner Fund Management Bond Mutual fundsiM Global Partner Fund Management Corporate Bonds Mutual fundsiM Global Partner Fund Management Foreign Large Cap Equities Mutual fundsiM Global Partner Fund Management Large Cap Blend Equities Mutual fundsiM Global Partner Fund Management Nontraditional Bonds Mutual fundsiM Global Partner Fund Management Small Cap Value Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best iM Global Partner Fund Management Mutual funds by Risk/Return Score
The top iM Global Partner Fund Management Mutual funds by PortfoliosLab Risk/Return Score are MAHIX (95) and IDMIX (36).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| iMGP High Income Alternatives Fund | 95 | — | Sep 2018 | |
| iMGP Dolan McEniry Corporate Bond Fund | 36 | — | Sep 2018 | |
| iMGP International Fund | 25 | — | Dec 1997 | |
| iMGP SBH Focused Small Value Fund | 14 | — | Jul 2020 | |
| iMGP Equity Fund | 9 | — | Dec 1996 |
Best-Performing iM Global Partner Fund Management Mutual funds Over 5 Years
The top iM Global Partner Fund Management Mutual funds is PFSVX (5.37%).
Across the lineup, iM Global Partner Fund Management Mutual funds show an average 1-year return of 12.52% and an average 5-year return of 3.26%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iMGP SBH Focused Small Value Fund | 5.37% | — | Jul 2020 | |
| iMGP International Fund | 4.97% | — | Dec 1997 | |
| iMGP High Income Alternatives Fund | 4.84% | — | Sep 2018 | |
| iMGP Dolan McEniry Corporate Bond Fund | 0.88% | — | Sep 2018 | |
| iMGP Equity Fund | 0.22% | — | Dec 1996 |
Lowest-Cost iM Global Partner Fund Management Mutual funds
The top iM Global Partner Fund Management Mutual funds is IDMIX (0.70%).
With an average expense ratio of 0.97%, iM Global Partner Fund Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | 0.70% | — | Sep 2018 | |
| iMGP Equity Fund | 0.98% | — | Dec 1996 | |
| iMGP High Income Alternatives Fund | 0.98% | — | Sep 2018 | |
| iMGP International Fund | 1.05% | — | Dec 1997 | |
| iMGP SBH Focused Small Value Fund | 1.15% | — | Jul 2020 |
Highest-Yield iM Global Partner Fund Management Mutual funds
The top iM Global Partner Fund Management Mutual funds is MAHIX (7.76%).
Across the lineup, iM Global Partner Fund Management Mutual funds show an average dividend yield of 4.14%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| iMGP High Income Alternatives Fund | 7.76% | — | Sep 2018 | |
| iMGP Dolan McEniry Corporate Bond Fund | 4.24% | — | Sep 2018 | |
| iMGP SBH Focused Small Value Fund | 4.00% | — | Jul 2020 | |
| iMGP Equity Fund | 3.24% | — | Dec 1996 | |
| iMGP International Fund | 1.44% | — | Dec 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
IDMIX vs. BNDIDMIX vs. LKFIXIDMIX vs. MIFIXIDMIX vs. PRPIXIDMIX vs. ISHIXMSEFX vs. FNSTXMSEFX vs. FSKAXMSEFX vs. FGJEXMSEFX vs. FEQHXMSEFX vs. FLCPXPFSVX vs. BOSOXPFSVX vs. PVCMXPFSVX vs. VRTVXPFSVX vs. FISVXPFSVX vs. JMCRXMAHIX vs. GMODXMAHIX vs. PUTIXMAHIX vs. PMOTXMAHIX vs. AFLIXMAHIX vs. PADZXMSILX vs. FIGSXMSILX vs. GQJPXMSILX vs. KGIIXMSILX vs. EPDIXMSILX vs. PTSIX