Intrepid Small Cap (ICMAX)
15.43 0.08(0.52%) Jun 17
* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Bio Rad Labs Inc||3.15||3.93|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.40%|
Performance & Risk
|5y Avg Return:||13.40%|
|Rank in Category (ytd):||99|
|% Rank in Category (ytd):||26.12%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital appreciation.
Under normal conditions, the fund invests at least 80% of its net assets in equity securities of small capitalization companies. It defines small capitalization companies to include companies having a capitalization that does not exceed the upper limit of the capitalization ranges of the highest of the Russell 2000 Index, the S&P SmallCap 600 Index or the Dow Jones US Small Cap Total Stock Market Index during the most recent 12 months. The fund may engage in short-term trading. It is non-diversified. View More