2 / 5 Stars
2 1 3 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||3.7%|
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.
Risk is High compared to funds in the same category according to Morningstar.