ICMCX : Intrepid Disciplined Value Fund Investor Class

ICMCX is a US Stocks Market Mid-Cap Value with HIGH fees.

ICMCX

Intrepid Disciplined Value Fund Investor Class

FI Score

16 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

16% FI Score
  • icmcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Intrepid Disciplined Value Fund Investor Class

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of equity securities of companies. The adviser invests in undervalued equity securities and believes an equity security is undervalued if the market value of the outstanding equity security is less than the intrinsic value of the company issuing the equity security. In certain market conditions, the adviser may determine that it is appropriate for the fund to hold a significant cash position for an extended period of time.

Largest Holdings

Amount Holding
4.52% Dollar General Corp
4.42% Americold Realty Trust
4.13% AmerisourceBergen Corp
3.94% Consolidated Tomoka Ld Co
3.94% Silicom Ltd
3.90% Amdocs Ltd
3.86% Bio-Rad Laboratories Inc
3.68% Cubic Corp
3.55% Electronic Arts Inc
3.50% Madison Square Garden Sports Corp A
3.49% Berkshire Hathaway Inc Class B
3.47% Facebook Inc A
3.44% iShares Expanded Tech-Software Sect ETF
3.42% ANGI Homeservices Inc A
3.25% Laboratory Corp of America Holdings
3.12% IAC/InterActiveCorp
3.03% Discovery Inc C
3.01% Dollar Tree Inc
2.80% Waste Connections Inc
2.68% Etsy Inc
2.57% Take-Two Interactive Software Inc
2.51% The Kroger Co
2.38% Skechers USA Inc
2.22% Molson Coors Beverage Co B
2.02% Alpine Income Property Trust Inc Ordinary Shares

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo