IMS Mutual Funds List
Here you can find all mutual funds issued by IMS and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.89%
- Avg. 1 Year Return
- 19.27%
- Avg. 5 Year Return
- 5.09%
- Median Risk/Return Score
- 33 / 100
IMS Mutual Funds List
2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IMS Capital Value Fund | Large Cap Blend Equities | Aug 5, 1996 | 1.82% | 11.79% | 11.71% | 3.18% | 46 | ||||||||
| IMS Strategic Income Fund | Tactical Allocation | Nov 4, 2002 | 1.95% | 1.52% | 1.21% | 8.63% | 20 |
Explore top IMS Mutual Fund Categories and Asset Classes
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 IMS Mutual funds by Risk/Return Score
The top IMS Mutual funds by PortfoliosLab Risk/Return Score are IMSCX (46) and IMSIX (20).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| IMS Capital Value Fund | 46 | — | Aug 1996 | |
| IMS Strategic Income Fund | 20 | — | Nov 2002 |
Best-Performing IMS Mutual funds Over 5 Years
The top IMS Mutual funds is IMSCX (10.42%).
Across the lineup, IMS Mutual funds show an average 1-year return of 19.27% and an average 5-year return of 5.09%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| IMS Capital Value Fund | 10.42% | — | Aug 1996 | |
| IMS Strategic Income Fund | -0.23% | — | Nov 2002 |
Lowest-Cost IMS Mutual funds
The top IMS Mutual funds is IMSCX (1.82%).
With an average expense ratio of 1.89%, IMS 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 |
|---|---|---|---|---|
| IMS Capital Value Fund | 1.82% | — | Aug 1996 | |
| IMS Strategic Income Fund | 1.95% | — | Nov 2002 |
Highest-Yield IMS Mutual funds
The top IMS Mutual funds is IMSIX (8.63%).
Across the lineup, IMS Mutual funds show an average dividend yield of 5.91%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| IMS Strategic Income Fund | 8.63% | — | Nov 2002 | |
| IMS Capital Value Fund | 3.18% | — | Aug 1996 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.