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IMSCX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$37.22
Change
+$0.36 (+0.98%)
Net Assets
52.29M

IMSCX IMS Capital Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), GE Aerospace (NYSE:GE), Wells Fargo & Co (NYSE:WFC), Boeing Company (NYSE:BA), Starbucks Corp (NASDAQ:SBUX).

Industry description

The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics.

Market Cap

The average market capitalization across the IMS Capital Value MF is 1.6T. The market cap for tickers in the group ranges from 107.32B to 3.89T. NVDA holds the highest valuation in this group at 3.89T. The lowest valued company is SBUX at 107.32B.

Volume

The average weekly volume growth across all stocks in the IMS Capital Value MF was -35%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 57
Price Growth Rating: 26
SMR Rating: 19
Profit Risk Rating: 31
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
360 Funds (IMS)360 Funds (IMS), 420 LEXINGTON AVENUE, SUITE 601NEW YORK
Phone
215-830-8990, X101
Web
www.imsfunds.com
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IMSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IMSCX has been closely correlated with VSTSX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if IMSCX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IMSCX
1D Price
Change %
IMSCX100%
+0.98%
VSTSX - IMSCX
94%
Closely correlated
+0.86%
VSMPX - IMSCX
94%
Closely correlated
+0.86%
VTSAX - IMSCX
93%
Closely correlated
+0.86%
VTSMX - IMSCX
92%
Closely correlated
+0.86%
VITSX - IMSCX
92%
Closely correlated
+0.86%
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