
most of her investments are. Her portfolio consists of: CDs - 57% Ford - 4.5% GE - 3.5% Intel - 8% Intrepid Sml Cap ( ICMAX ) - 2% Mathews Asia Div. Investor (MAPIX) - 2% VG MidCap Index Adm (VIMAX) - 8% Yacktman (YACKX) - 15% She also has
Of the 40% allocated to these Equity funds.. Small Caps: ICMAX and ARIVX I followed the Former Mgr of ICMAX when He went with ARIVX and Now it's Closed. Wether Or not ICMAX will do even 50-75% as well w/o him, remains to be seen
s Premium Services. Any help in pointing out any conflicts with the below funds is greatly appreciated. Thank You In no specific order: UMBMX FSCRX PTTDX ICMAX OAKIX FLPSX FCNTX MACSX JABAX JATTX YAFFX PRPFX MAPIX FMIOX SGROX MERDX FPACX
bought some more. Top percentile for one year return. Top five for ten year return. Bottom seven percent for year to date. ICMAX : Number one for five year return. Bottom two percent year to date. MAPTX: Top ten percent for ten year return. Bottom ten
small cap core fund in my portfolio. I'm looking for a low risk fund that is tax efficient, as this will be placed in a taxable account. I want to pick one fund: ICMAX , RYSEX, FCPVX and QRSVX Your thoughts ? Any other ideas? Thanks
IVWIX. Timing wise, Probably should have shown patience with adding to RIVFX aggressively. What worked in 2011 Moving from ICMAX to ARIVX worked well, So did adding more to YAFFX. Getting into SGIIX and creating this as secondary addition in World Allocation
has been closed for quite some time. I own it but cannot purchase additional shares as it has been closed to all new investments for a long time. ICMAX has a very impressive record over the past five years. The ER is a bit high, however.
Management. At Intrepid, Cinnamond assembled a solid track record at the shop's small-value offering, Intrepid Small Cap ICMAX , which he managed from October 2005 through early September 2010. Cinnamond's time at the helm of that fund
Equities: (20%) YAFFX- LC (20%) MERIDX - MC (5%)* ICMAX - SC (5%) *ARIVX - SC 10% in SC's for 2011.. *Split ..... each or Choose just one going forward.. Since Fund Mgr Left ICMAX and started ARIVX.. BONDS: ( 20%) VBIIX - Treas & Corps
subject: Small & Mid Cap's: SC's : ICMAX and New ARIVX.. Going way back to a Company ..... had us into Some Royce and later added ICMAX when it came out ..But Constantly Changing ..... into My SC's, I have about: 90% - ICMAX Then Following the Mgr. over into ARIVX