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Intrepid Small Cap Investor ICMAX

Quantitative rating as of
  • NAV / 1-Day Return 15.67  /  0.19 %
  • Total Assets 57.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 66%

Morningstar’s Analysis ICMAX

Will ICMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Intrepid Small Cap Investor's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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