IMS Dividend Growth Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.45 0.45
Stocks 88.57 88.57
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 10.98 10.98
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Automatic Data Processing ADP -3.49 2.71
Maxim Integrated Products Inc. MXIM 19.64 2.66
Apple Inc AAPL -2.91 2.66
Helmerich & Payne, Inc. HP 29.39 2.64
Genuine Parts Company GPC 5.03 2.56
Consolidated Edison, Inc. ED -2.79 2.54
C.R. Bard, Inc. BCR 11.59 2.51
Texas Instruments, Inc. TXN 8.93 2.5
Medtronic, Inc. MDT 7.35 2.48
T. Rowe Price Group Inc TROW -0.17 2.45