IMS Capital Management - No Load Mutual Funds, Retirement Plans, and Separate Accounts

Individual Investors | Financial Advisors

IMS Equity Income

The IMS Equity Income portfolio consists of approximately 30 stocks with a goal of generating a collective yield higher than the S&P 500 while managing risk and reducing volatility of returns. The strategy focuses on companies with stable and growing dividends, low debt to capital, high relative return on equity and significant cash flow production, among other financial metrics.

Summary Information

Description	A concentrated, core equity dividend strategy
Objective	Total return from compounding dividend payments and long-term capital appreciation.
Equity Style	Large cap core
Total Holdings	29
Assets	$5.4 million as of 12/31/2009
Inception	December 31, 2008
Manager	Cameron K. Martin, Reid Weaver
Manager Tenure	Since Inception
Experience	21 Years Combined
Performance	See Fact Sheet above

For information about opening an account using the IMS Equity Income Strategy, please contact us at 1-800-408-8014 or write us at questions@imscapital.com.

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.