IMS Strategic Income Fund

Class Inv (IMSIX)
2 / 5 Stars
2 1 3 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
D- (Sell)

#82 in Conservative Allocation

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all IMS funds

See full Conservative Allocation rankings

See more fund rankings


The fund has returned 7.01 percent over the past year, 4.70 percent over the past three years, 11.99 percent over the past five years, and 3.72 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 1.3%
1 Year 7.0%
3 Years (Annualized) 4.7%
5 Years (Annualized) 12.0%
10 Years (Annualized) 3.7%

See more IMSIX performance


The investment seeks current income, and a secondary objective is capital appreciation. In pursuing its investment objectives, the fund generally invests in corporate bonds, government bonds, dividend-paying common stocks, preferred and convertible preferred stocks, income trusts (including business trusts, oil royalty trusts and real estate investment trusts), money market instruments and cash equivalents.


Fees are High compared to funds in the same category.
IMS Strategic Income Fund has an expense ratio of 1.95 percent.

See more IMSIX fees


Risk is High compared to funds in the same category according to Morningstar.

See more IMSIX risk

Conservative Allocation Funds

Highest Returns (10-year)

See More Funds