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ICMZX Intrepid Small Cap Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dropbox (NASDAQ:DBX).

Industry description

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small capitalization companies. The advisor defines small capitalization companies to include companies having a capitalization that does not exceed the upper limit of the capitalization ranges of the higher of the Morningstar Small Cap Index or the S&P SmallCap 600® Index during the most recent 12 months.

Market Cap

The average market capitalization across the Intrepid Small Cap Institutional MF is 3.21B. The market cap for tickers in the group ranges from 296.83M to 8.36B. DBX holds the highest valuation in this group at 8.36B. The lowest valued company is PKE at 296.83M.

Volume

The average weekly volume growth across all stocks in the Intrepid Small Cap Institutional MF was 21%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 29%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 66
Price Growth Rating: 51
SMR Rating: 48
Profit Risk Rating: 64
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Intrepid Capital Management Funds Trust3652 South Third Street, Suite 200Jacksonville Beach
Phone
N/A
Web
www.intrepidcapitalfunds.com
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ICMZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ICMZX has been closely correlated with WCMNX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if ICMZX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ICMZX
1D Price
Change %
ICMZX100%
+0.23%
WCMNX - ICMZX
90%
Closely correlated
+1.14%
WCMLX - ICMZX
90%
Closely correlated
+1.13%
NRGEX - ICMZX
88%
Closely correlated
N/A
VEXPX - ICMZX
84%
Closely correlated
+0.96%
VEXRX - ICMZX
84%
Closely correlated
+0.96%
More