Intrepid Small Cap Fund - Institutional Class (ICMZX) Research
Under typical market conditions, this fund commits a minimum of 80% of its net assets, alongside any borrowed capital used for investments, to a diverse selection of stocks from companies with small market capitalizations. The advisor defines these small-cap companies as those whose market capitalization does not surpass the upper boundary of the capitalization range of the higher of the Morningstar Small Cap Index or the S&P SmallCap 600® Index, based on their performance over the most recent twelve-month period.
Market snapshot
- Symbol
- ICMZX
- Price
- $16.78
- Day change
- +1.55%
- Market cap
- $37.6M
- 52-week range
- 15.66-17.48
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AC Alternatives Market Neutral Value Fund - Investor Class (ACVVX)
- The Herzfeld Caribbean Basin Fund Inc. (CUBA)
- AIG ESG Dividend Fund A Shares (EDFAX)
- Intrepid Small Cap Fund - Investor Class (ICMAX)
- Janus Henderson Adaptive Global Allocation Fund - T Shares (JVGTX)
- Manning & Napier Target 2050 Series Class I (MTYIX)
- Great-West SecureFoundation Lifetime 2030 Fund Service Class (MXASX)
- AIG Small-Cap Quality Fund Class W (SASWX)
Open Intrepid Small Cap Fund - Institutional Class (ICMZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.