360 Funds - IMS Dividend Growth Fund (IMSAX)
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360 Funds - IMS Dividend Growth Fund
360 Funds (IMS)
360 Funds (IMS), 420 LEXINGTON AVENUE, SUITE 601
NEW YORK NY 10170
877-244-6235
Management information
Christopher L. Magaña,Lead manager since 5 January 2015
Mr. Magaña has served as Managing Director of Portfolio Management and Research of IMS Capital Management, Inc. since 2014. Prior to joining IMS Capital Management, Inc., Mr. Magaña was a portfolio manager for West Coast Trust, an affiliate of Columbia State Bank since 2005.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyIMS
Net assets10.4M
YTD return-4.36%
Yield0.34%
Morningstar rating★★
Inception date4 Nov 2002
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover5.26%
Average for categoryN/A
Fees and expenses
ExpenseIMSAXCategory average
Annual report expense ratio (net)1.96%0.84%
Prospectus net expense ratio1.96%N/A
Prospectus gross expense ratio2.47%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection721N/A
5-yr expense projection1,270N/A
10-yr expense projection2,768N/A
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