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IMS Capital Value Fund
This diversified equity fund typically holds the stocks of 40-60 companies. The fund has been designed to provide solid investment returns with lower risk through the ownership of undervalued stocks.
Learn more about our investment process    Request a prospectus or other information    Download Fact Sheet
Summary Information
Description A diversified U.S. Stock Fund
Objective Long-Term Growth
Equity Style Mid-Cap Relative Value
Total Holdings 44
Assets $75 million as of 12/31/2009
Gross Expense Ratio 1.81% as of December 31, 2009
Fund Inception August 5, 1996
Manager Carl W. Marker, 47
Manager Tenure Since Inception
Experience 22 Years
Ticker Symbol IMSCX
Average Annual Total Returns For Periods Ending 12/31/2009
Quarter * 4.77%
1-Year 21.07%
3-Year -6.80%
5-Year 0.05%
10-Year 5.91%
Inception 8.02%
Fund inception, August 5, 1996.  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

The IMS Capital Value Fund (Symbol: IMSCX) is available for investment directly or through Fidelity, Schwab, TD Ameritrade, and most other mutual fund programs.

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 Capital Management, Inc., All rights reserved.