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IMS Strategic Income Fund (IMSIX) Alternatives

IMS Strategic Income Fund (IMSIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IMSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to IMSIX

IMSIX charges 1.95% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among IMSIX alternatives.


Best Risk-Adjusted Alternatives to IMSIX

Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.


Top Performing IMSIX Alternatives (YTD)

IMSIX alternatives from the Tactical Allocation category, sorted by year-to-date return.


Lowest Volatility Alternatives to IMSIX

IMSIX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to IMSIX

IMSIX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.


Other Mutual Funds from IMS

Most popular IMS mutual funds on PortfoliosLab, across asset classes.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
IMS Capital Value FundLarge Cap Blend Equities
25
-9.29%
Aug 5, 1996IMSIX vs IMSCX

Compare IMSIX with Any Fund or Stock

Compare IMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


IMS Strategic Income Fund