IMS Capital Value FundIMSCX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$51.5M
Expense ratio
1.80%
1-year return
+16.9%
3 years, a year
+20.2%
5 years, a year
+9.3%
Holdings
29
What it aims to do.
The investment objective of the IMS Capital Value Fund (the Value Fund) is long-term growth from capital appreciation
Top 10 holdings.
| Holding | % of fund |
|---|---|
| META Meta Platforms Inc | 9.11% |
| GOOG Alphabet Inc | 8.91% |
| NVDA NVIDIA Corp | 6.78% |
| WFC Wells Fargo & Co | 6.65% |
| AMZN Amazon.com Inc | 5.89% |
| AVGO Broadcom Inc | 4.51% |
| CAT Caterpillar Inc | 3.99% |
| UNH UnitedHealth Group Inc | 3.98% |
| AAPL Apple Inc | 3.94% |
| VZ Verizon Communications Inc | 3.80% |
More on IMSCX.
- IMSCX overview
- IMSCX holdings
- IMSCX risk
- IMSCX costs
- IMSCX money in and out
- IMSCX share classes
- Compare IMSCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.