Morningstar

iM Global Mutual Funds

View all of iM Global’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

iM Global Funds List

Share Class Type

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
iMGP High Income InstlMAHIXNontraditional Bond—7.59%70.980%Above AverageInstitutional$10,000
iMGP Small Company Fund Instl ClPFSVXSmall Value10.34%241.150%HighInstitutional$10,000
iMGP Alt Strats InstlMASFXMultistrategy6.95%331.360%AverageInstitutional$100,000
iMGP Alt Strats InvMASNXMultistrategy6.82%351.610%Above AverageNo Load$1,000
iMGP Dolan McEniry Corporate Bond InstlIDMIXShort-Term Bond4.43%620.620%HighInstitutional$10,000
iMGP Global Select InstlMSEFXGlobal Large-Stock Blend6.06%980.970%Above AverageInstitutional$10,000
iMGP Intl InstlMSILXForeign Large Blend5.62%981.070%HighInstitutional$10,000

iM Global Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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