iMGP Global Select FundMSEFX

MUTUAL FUNDIM Global Partner
Type
Mutual fund
Peer group
Global equity
Net assets
$76.1M
Expense ratio
0.94%
1-year return
-1.2%
3 years, a year
+3.6%
5 years, a year
-0.8%
Holdings
32

What it aims to do.

The iMGP Global Select Fund (the Global Select Fund) seeks long-term growth of capital; that is, the increase in the value of your investment over the long term.

Top 10 holdings.

Holding% of fund
MSFT Microsoft Corp5.96%
JOBY Samsung Electronics Co Ltd5.74%
JOBY Aon PLC5.41%
ZTS Zoetis Inc5.15%
OXY Occidental Petroleum Corp5.03%
FNV Franco-Nevada Corp4.81%
MCK McKesson Corp4.30%
V Visa Inc4.08%
CNI Canadian National Railway Co3.56%
A Agilent Technologies Inc3.53%

More on MSEFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.