ICMAX Rating, Research - Intrepid Small Cap

Intrepid Small Cap (icmax)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 7

When strengths & opportunities substantially exceed threats & weaknesses an investment in the icmax mutual fund has great long term potential.

Fund Management Team

Intrepid Funds

Fund Description Update

Intrepid Small Cap (ICMAX) Description: ICMAX is a mutual fund, which is an investment that owns a basket of assets. The ICMAX mutual fund was provided by Intrepid and this investment vehicle derives the majority of its value from equity holdings (stocks). Intrepids mutual fund has a short management tenure and is in the large fund size classification. ICMAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. ICMAXs expense ratio is roughly 2%. The latest ICMAXs front end load was 0% and the back end load was 0%. The Intrepid Small Cap (ICMAX) mutual fund falls under the small value category. ICMAX focuses its investments in USA and ICMAX is not affiliated with a particular industry or fund sector. The Intrepid Small Cap (ICMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2030. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2030).


Management Analysis Update


Performance Analysis Update