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IMS

IMS Parent Rating

Below Average

IMS has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

IMS open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. IMS management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. The longest-tenured managers’ average asset-weighted tenure within the firm is 26 years, bringing a wealth of knowledge through multiple market cycles to the table and contributing positively to the rating.

IMS Investments

Mutual Funds

See All IMS Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

62.47 Mil

Investment Flows (TTM)

−2.02 Mil

Asset Growth Rate (TTM)

−4.03%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
1
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
IMS Capital Value71
IMS Strategic Income90

Quick Definitions: Key Morningstar Terms

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