iM Global Funds List | Morningstar

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iM Global Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
iMGP High Income Instl	MAHIX	Nontraditional Bond		—	2.16%	23	0.990%	Above Average	Institutional	$10,000
iMGP Dolan McEniry Corporate Bond Instl	IDMIX	Corporate Bond			−0.89%	10	0.700%	High	Institutional	$10,000
iMGP Alt Strats Instl	MASFX	Multistrategy			2.21%	73	1.390%	Average	Institutional	$100,000
iMGP Alt Strats Inv	MASNX	Multistrategy			2.15%	74	1.640%	Above Average	No Load	$1,000
iMGP SBH Focused Small Val Ins	PFSVX	Small Value			1.54%	29	1.150%	High	Institutional	$10,000
iMGP Global Select Instl	MSEFX	Global Large-Stock Blend			−0.66%	94	0.980%	Above Average	Institutional	$10,000
iMGP Intl Instl	MSILX	Foreign Large Blend			2.50%	71	1.230%	High	Institutional	$10,000
iMGP Oldfield Internatl Val Ins	POIVX	Foreign Large Value			−1.25%	91	0.940%	Above Average	Institutional	$10,000

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

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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