Intrepid Capital Fund (ICMBX) Alternatives
Intrepid Capital Fund (ICMBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ICMBX
ICMBX charges 1.40% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ICMBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ICMBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ICMBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ICMBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ICMBX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ICMBX vs MAANX |
Best Risk-Adjusted Alternatives to ICMBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ICMBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ICMBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ICMBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ICMBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ICMBX vs PMAIX |
Top Performing ICMBX Alternatives (YTD)
ICMBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ICMBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ICMBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ICMBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ICMBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ICMBX vs CONWX |
Lowest Volatility Alternatives to ICMBX
ICMBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ICMBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ICMBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ICMBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ICMBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ICMBX vs SICIX |
Lowest Drawdown Alternatives to ICMBX
ICMBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ICMBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ICMBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ICMBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ICMBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ICMBX vs SICIX |
Other Mutual Funds from Intrepid Funds
Most popular Intrepid Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Intrepid Income Fund | Multisector Bonds | 94 | -0.24% | Jul 1, 2007 | ICMBX vs ICMUX |
Often Compared With ICMBX
What investors most often compare with ICMBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | ICMBX vs XLK | |
| Oxford Square Capital Corp. | 21 | 6.44% | — | ICMBX vs OXSQ |
Compare ICMBX with Any Fund or Stock
Compare ICMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.