Investment Managers Series Trust - Aam/Himco Global Enhanced Dividend Fund (HGDCX)
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Investment Managers Series Trust - Aam/Himco Global Enhanced Dividend Fund
INVESTMENT MANAGERS SERIES TRUST
803 W. Michigan St.
Milwaukee, DE 53233
888-966-9661
Management Information
Paul C. Bukowski,Lead Manager since December 25, 2017
Paul Bukowski, CFA – Paul is an Executive Vice President, Senior Portfolio Manager and Head of Quantitative Equities, Passive Equities and Asset Allocation. Prior to joining HIMCO in 2005, Paul was a Senior Quantitative Analyst for ING Investment Management. Paul earned his BA in Statistics and Computer Science from the University of Wisconsin and an MBA in Finance and Policy from the University of Chicago. He is a Fellow of the Casualty Actuarial Society.
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Morningstar Category
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Fund Overview
CategoryWorld Large-Stock Value
Fund FamilyAAM
Net Assets352.35k
YTD Return12.05%
Yield3.70%
Morningstar Rating★
Inception DateDec 30, 2018
Fund Operations
Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover43.00%
Average for CategoryN/A
Fees & Expenses
ExpenseHGDCXCategory Average
Annual Report Expense Ratio (net)2.76%1.07%
Prospectus Net Expense Ratio2.76%N/A
Prospectus Gross Expense Ratio2.93%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales Load1.00%1.19%
3 Yr Expense Projection856N/A
5 Yr Expense Projection1,459N/A
10 Yr Expense Projection3,090N/A
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