ICMAX Mutual Fund

NAV$16.26

AUM$23M

TER1.30%

Holdings26

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ICMAX Mutual Fund

NAV$16.26

Intrepid Small Cap Fund Investor Class

AUM$23M

TER1.30%

Holdings26

See how much of ICMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ICMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ICMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ICMAX Mutual Fund Overlap Analysis

ICMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ICMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, ICMAX may share significant positions with broad-market funds.

ICMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICMAX tax-loss harvesting finds highly correlated but non-identical funds.