The IMS Capital Management Portal

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The information and opinions herein are for general information use only. IMS Capital Management and/or Moneyrec does not guarantee their accuracy or completeness, nor does IMS Capital Management or Moneyrec assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice, are for general information only and are not intended as an offer or solicitation with respect to the purchase or sales of any security or as personalized investment advice.
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Symbol Name Inst. Rating* Comments
Domestic - Large Blend
IMSAX IMS STRATEGIC ALLOCATION FUND Strategic allocation across asset classes and industry sectors, with an emphasis on risk management.
Domestic - Mid-Cap Value
IMSCX IMS CAPITAL VALUE 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.
IMSIX IMS STRATEGIC INCOME FUND Income-producing securities with low volatility, high current income, and modest gain potential.

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