IMS Dividend Growth Fund

Class Inv (IMSAX)
Scorecard
2 / 5 Stars
Lipper
3 4 1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Fees

Updated 06.20.2014

Maximum Sales Fees %
Initial
Deferred

Updated 06.20.2014

Maximum Fees %
Administrative 0.2
Management 1.26
Redemption 0.5

Updated 06.20.2014

Actual Fees %
12b-1
Management 1.26
Net Expense Ratio: Annual Report 1.97
Net Expense Ratio: Prospectus 1.97

Updated 07.03.2014

Total Cost Projections
3-Year $660.00
5-Year $1,146.00
10-Year $2,488.00

Purchase Information

Updated 06.20.2014

Minimum Investments
Initial $5,000.00
Additional $100.00
Initial IRA $5,000.00
Additional IRA $100.00
Initial AIP $5,000.00
Additional AIP $100.00