Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
iM Global Mutual Funds
View all of iM Global’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
iM Global Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Core Plus Fund Institutional Shares | IDMIX | Corporate Bond | −1.59% | 10 | 0.620% | High | Institutional | $10,000 | ||
| iMGP Low Duration Income Fund Institutional Class | MAHIX | Nontraditional Bond | — | 1.57% | 30 | 0.980% | Average | Institutional | $10,000 | |
| iMGP Small Company Fund Institutional Class | PFSVX | Small Blend | 6.85% | 93 | 1.150% | High | Institutional | $10,000 | ||
| iMGP International Fund Institutional Class | MSILX | Foreign Large Blend | 3.61% | 96 | 1.240% | High | Institutional | $10,000 | ||
| iMGP Global Select Institutional Class | MSEFX | Global Large-Stock Blend | 5.00% | 87 | 0.940% | Above Average | Institutional | $10,000 | ||
| iMGP APA Enhanced Income Municipal Fund Institutional Class | APAMX | Muni National Interm | — | — | −3.03% | 59 | 0.590% | Above Average | Institutional | $10,000 |
iM Global Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States