Intrepid Capital Fund - Intrepid Capital Management Funds Trust
Shareclass
Intrepid Capital Fund Investor Class (ICMBX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Intrepid Capital Fund - Intrepid Capital Management Funds Trust
FUND COVERAGE
# of holdings29
% of assets53%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Philip Morris International Inc1.6%$1.67M
- 2. Airbnb Inc1.52%$1.58M
- 3. Alphabet Inc5.26%$5.48M
- 4. Watsco Inc1.14%$1.19M
- 5. Acuity Inc2.21%$2.31M
- 6. Howard Hughes Holdings Inc1.14%$1.18M
- 7. IAC Inc1.71%$1.78M
- 8. Fiserv Inc1.08%$1.12M
- 9. TJX Cos Inc/The2.55%$2.66M
- 10. Cboe Global Markets Inc0.93%$968,609
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Madison Square Garden Sports Corp2.35%$2.45M
- 2. Markel Group Inc2.02%$2.1M
- 3. Permian Resources Corp1.68%$1.75M
- 4. Berkshire Hathaway Inc3.15%$3.28M
- 5. Green Brick Partners Inc1.4%$1.46M
- 6. Match Group Inc1.66%$1.73M
- 7. UniFirst Corp/MA1.71%$1.78M
- 8. SS&C Technologies Holdings Inc1.35%$1.41M
- 9. W R Berkley Corp2.31%$2.4M
- 10. Jefferies Financial Group Inc1.68%$1.75M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Intrepid Capital Fund - Intrepid Capital Management Funds Trust
Totals
Holdings
Assets
Weight
Prisons
2.0
$8.75M
8.41%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$7.16M
6.88%
Borders high risk
0.0
$0
0%
Total
3.0
$10.44M
10%
Holdings — 3 flagged holdings
1.
Alphabet Inc
:$5.48M
5.26%
2.
Berkshire Hathaway Inc
$3.28M
3.15%
3.
Polaris Inc
:$1.68M
1.62%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Intrepid Capital Fund - Intrepid Capital Management Funds Trust ICMBX
Environment
Social
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