Nasdaq - Delayed Quote USD
Investment Managers Series Trust - Aam/Himco Global Enhanced Dividend Fund (HGDCX)
8.25
0.00
(0.00%)
At close: May 12 at 8:00:22 PM EDT
Performance Overview
| Morningstar Return Rating | 1 |
| YTD Return | 4.44% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 4, 2019) | 17.65% |
| Worst 1Y Total Return (Feb 4, 2019) | -21.38% |
| Best 3Y Total Return | 17.65% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HGDCX
Category
- YTD
- 12.05%
- 14.38%
- 1-Month
- -0.87%
- -1.21%
- 3-Month
- 10.86%
- 5.03%
- 1-Year
- 27.49%
- 39.50%
- 3-Year
- 0.00%
- 9.11%
- 5-Year
- 0.00%
- 10.10%
- 10-Year
- 0.00%
- 7.90%
- Last Bull Market
- 0.00%
- 15.53%
- Last Bear Market
- 0.00%
- -17.52%
Annual Total Return (%) History
Year
HGDCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 11.55% | -- | -- | -- |
| 2020 | -30.77% | 2.72% | -0.28% | 10.87% |
| 2019 | 6.35% | 0.09% | 4.26% | 6.01% |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 98 |
| 3-Month | 52 |
| 1-Year | 97 |
| 3-Year | 100 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 20.68% |
| 3-Year | -1.35% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.44% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | AAM |
| Net Assets | 352.35k |
| YTD Return | 12.05% |
| Yield | 3.70% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2018 |
Fund Summary
The investment seeks to provide a high level of current income; the secondary investment objective is capital appreciation. The fund seeks to achieve its investment objectives by taking long and short positions in domestic and foreign equity securities, which can include depository receipts. Under normal circumstances, it invests at least 80% of its net assets (plus borrowings for investment purposes) in dividend paying equity securities. The fund will focus its investments on equity securities of companies with market capitalizations similar to those of companies in the Russell 3000 Index and the MSCI World Value Index.
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