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IMS Strategic Income IMSIX

Quantitative rating as of | See IMS Investment Hub
  • NAV / 1-Day Return 2.15  /  0.92 %
  • Total Assets 12.3 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 7.98%
  • Turnover 477%

Morningstar’s Analysis IMSIX

Will IMSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in IMS Strategic Income's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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