IMC US Mid Cap (S:0P0001UVXC)
25.67
+1.30
(+5.34%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Comfort Systems USA, Inc. | 2.98% | 1453.21 | 5.38% |
| Cardinal Health, Inc. | 1.68% | 212.96 | 0.78% |
| Seagate Technology Holdings Plc | 1.60% | 422.28 | 7.79% |
| Sandisk Corp. | 1.51% | 701.35 | 10.39% |
| Howmet Aerospace, Inc. | 1.49% | 238.45 | 3.47% |
| Ross Stores, Inc. | 1.48% | 220.46 | 1.77% |
| Western Digital Corp. | 1.47% | 299.91 | 10.88% |
| Monolithic Power Systems, Inc. | 1.47% | 1130.00 | 3.35% |
| Teradyne, Inc. | 1.42% | 314.00 | 5.92% |
| Corning, Inc. | 1.42% | 143.30 | 5.39% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |