IMS Capital Management
  Individual Investors | Financial Advisors
Home Page
Welcome
Performance Update
What's New
Professional Staff
IMS Capital Value Fund
IMS Capital Value Allocation Fund
IMS Capital Value Income Fund
howtoinvest Wealth Management
library
Contact Us
View My Account(s)
IMS Strategic Allocation Fund
Strategic allocation across asset classes and industry sectors, with an emphasis on risk management.
Learn more about our investment process    Request a prospectus or other information    Download Fact Sheet

Summary Information
Description Active and strategic asset allocation across stocks, bonds, real estate, and cash primarily using index funds or ETFs with an emphasis on risk management.
Objective Long-Term Growth and Income
Equity Style Multi-Cap, Multi-Style, Multi-Class
Total Holdings 28
Assets $18.1 million as of 6/30/2008
Expense Ratio 2.14% as of August 31, 2007
Fund Inception November 5, 2002
Manager Carl W. Marker, 45; Arthur G. Nunes, 50
Manager Tenure Since Inception (Mr. Marker)
Experience 40 years combined
Ticker Symbol IMSAX
Average Annual Total Returns For Periods Ending 06/30/2008
Quarter * -0.27%
1-Year -12.84%
3-year 2.41%
5-Year 5.27%
Inception 5.67%
Fund inception, November 5, 2002.  Returns are historical, include change in share price as well as the reinvestment of dividends and capital gains.  Return and share price will fluctuate and redemption value may be more or less than original cost.  Please read the prospectus for more complete information including management fee and expenses. The Fund is distributed by Foreside Distribution Services, L.P.      * Not annualized
Quarterly Commentary
Diversification by Sector and Asset Class
March 31, 2008

INVEST
Click here to request more information, including prospectus and application.



Past performance does not guarantee future results. Current perfomance may be higher or lower than the performance quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by clicking here. Read it carefully before investing. Figures include changes in principal value, reinvested dividend and capital gain distributions.

The IMS Funds are distributed by Foreside Distribution Services, L.P.

Copyright © 2008, IMS Funds, All rights reserved.