IMS Dividend Growth Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 5.76 5.76
Stocks 86.48 86.48
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 7.76 7.76
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL -5.38 2.66
Maxim Integrated Products Inc. MXIM 15.95 2.59
PPL Corp PPL 6.38 2.39
Cypress Semiconductor Corporation CY -7.05 2.29
Philip Morris International, Inc. PM -7.67 2.24
China Petroleum & Chemical Corporation ADR SNP 6.13 2.22
McDonald's Corporation MCD -1.96 2.18
Mercury General Corporation MCY -10.22 2.18
Iron Mountain Inc IRM -9.56 2.16
Johnson & Johnson JNJ 0.69 2.16