ICMBX

Active

Intrepid Capital Fund

Category: Other (5,046 funds)

Expense Ratio
1.41%
Annual Cost per $10K
$141.00
30-Year Fee Drag per $10K
$24,992
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+16.66%

Asset Allocation

US Equity
61%
Intl Equity
11%
US Bond
13%
Intl Bond
5%
Cash
10%

Fee Comparison

ICMBX
1.41%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

42% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+46.08%3Y
Compare to

Fee Impact Calculator

$
%
ICMBX at 1.41%$255,655
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$124,958
Cost vs index fund−$121,770

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
ICMBXIntrepid Capital Fund1.41%
AAETXAmerican Funds 2030 Target Date Retirement Fund0.66%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
MACBXMFS Conservative Allocation Fund0.83%
VWENXVANGUARD WELLINGTON FUND0.17%
AADTXAmerican Funds 2025 Target Date Retirement Fund0.63%
IRGPXVoya Retirement Aggressive Portfolio0.60%
RFNAXAmerican Funds Fundamental Investors1.37%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
MAMAXMFS Moderate Allocation Fund0.56%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
TRAIXT. Rowe Price Capital Appreciation Fund0.58%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
ICMVXIntrepid Capital Fund$1M min1.16%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
PODAXAristotle Portfolio Optimization Growth Fund1.09%
AADAXInvesco Select Risk: Growth Investor Fund1.71%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
MERFXThe Merger Fund1.56%
AABCXPutnam Dynamic Asset Allocation Balanced Fund0.71%
AACTXAmerican Funds 2020 Target Date Retirement Fund0.61%
JEPIJPMorgan Equity Premium Income ETF0.35%
TIBOXThornburg Investment Income Builder Fund0.84%
ACEIXInvesco Equity and Income Fund0.76%
RPFCXDavis Balanced Fund0.98%
LEXIAlexis Practical Tactical ETF1.00%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
PAEBXPutnam Dynamic Asset Allocation Growth Fund0.68%
KAGAXKensington Dynamic Allocation Fund1.67%
FNNEXNew Economy Fund0.47%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
MAGEXMFS Growth Allocation Fund1.19%
FMSHXFranklin Mutual Shares Fund0.70%
TQQQProShares UltraPro QQQ0.84%
IAGAXVOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO0.74%
MLTAXMFS Lifetime 2030 Fund0.48%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
REMIXSTANDPOINT MULTI-ASSET FUND1.26%
TAALXTransamerica Asset Allocation - Moderate Growth Portfolio1.00%
LFEAXMFS Lifetime 2035 Fund1.52%
LLMSXFranklin Multi-Asset Moderate Growth Fund0.70%
FTCFXAmerican Funds College 2033 Fund0.39%
HMEAXNexpoint Merger Arbitrage Fund2.25%
TCLOXNuveen Lifecycle 2040 Fund0.50%
NBGDXColumbia Capital Allocation Moderate Aggressive Portfolio0.74%
MVALXMeridian Contrarian Fund1.12%
JEPQJPMorgan Nasdaq Equity Premium Income ETF0.35%
QAAGRXT. Rowe Price Moderate Allocation Portfolio0.86%
IBBiShares Biotechnology ETF0.44%
PCGQXPGIM Income Builder Fund0.70%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
CTAKXAmerican Funds College 2036 Fund0.43%
ISPCXVOYA SOLUTION 2035 PORTFOLIO1.24%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
SSTIXState Street Total Return V.I.S. Fund0.67%
YACKXAMG Yacktman Fund$1M min0.62%
PCGJXSAM Conservative Growth Portfolio0.94%
TGAFXT. Rowe Price Global Allocation Fund0.82%
ACSHXInvesco Comstock Fund0.51%
magsxMadison Aggressive Allocation Fund1.00%
ITCSXVY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO0.65%
PTDAXPrincipal LifeTime 2040 Fund0.76%
SWHGXSchwab MarketTrack Growth Portfolio0.50%
LTTAXMFS Lifetime 2025 Fund0.95%
FEIQXFranklin Equity Income Fund0.50%
TLMPXNuveen Lifecycle Index 2045 Fund0.35%
JEPAXJPMorgan Equity Premium Income Fund0.45%
MERVXThe Merger Fund VL1.54%
TLPRXNuveen Lifecycle Index 2040 Fund0.25%
PCBKXVictory Pioneer Balanced Fund0.63%
SOXLDirexion Daily Semiconductor Bull 3X Shares0.75%
JABLXJanus Henderson Balanced Portfolio$1M min0.87%
FIQWXFidelity Strategic Dividend and Income Fund0.56%
TTFIXNuveen Lifecycle 2045 Fund0.68%
SWIRXSchwab Target 2035 Fund0.45%
MLLAXMFS Lifetime Income Fund0.44%
FINHXFidelity Equity-Income Fund
RBAIXT. Rowe Price Balanced Fund, Inc.0.47%
FDVLXFidelity Value Fund0.68%
PHLQXPGIM Jennison Health Sciences Fund0.77%
FCAGXFidelity Small Cap Growth Fund0.92%
BRBCXBlackRock Tactical Opportunities Fund1.04%
AABTXAmerican Funds 2015 Target Date Retirement Fund0.61%
DIEZXDestinations International Equity Fund1.07%
VVOAXInvesco Value Opportunities Fund1.27%
LCORXLeuthold Core Investment Fund1.43%
ISPDXVOYA SOLUTION 2045 PORTFOLIO1.16%
VALIXVALUE LINE CAPITAL APPRECIATION FUND INC1.08%
CGIOXCalamos Growth & Income Fund0.73%
SSCKXState Street Target Retirement 2035 Fund0.09%
llscxLongleaf Partners Small Cap Fund0.95%
FAFWXAmerican Funds Retirement Income Portfolio - Conservative1.27%
TLLIXNuveen Lifecycle Index 2050 Fund0.18%
ARBCXTHE ARBITRAGE FUND1.71%
SWMIXSchwab International Opportunities Fund0.85%
PSGFXSAM Strategic Growth Portfolio1.07%
HRSIXHood River Small-Cap Growth Fund1.07%

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