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

Individual Investors | Financial Advisors

The IMS Strategic Allocation Investment Process

The IMS Strategic Allocation Fund is an enhanced balanced portfolio investing in a combination of fixed income, real estate investment trusts, cash and equity. Equity weightings can represent from 30% to 70% of the Portfolio and covers all portions of the Morningstar style box as well as exposure to international stocks. On the fixed income side, both investment grade and high yield bonds are represented in the portfolio as well as emerging market and adjustable rate bonds. Fixed income weightings can range from 30% to 70% of the Portfolio as well.

The goal of the Fund is to provide balanced investors with exposure to all portions of the bond and equity markets as a way to deliver extra return and manage downside risk.


	Fact Sheet

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.