Intrepid Capital Fund
Shareclass
Intrepid Capital Investor (ICMBX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Intrepid Capital Fund
FUND COVERAGE
# of holdings27
% of assets50%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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 Inc2%$1.9M
- 2. Airbnb Inc Ordinary Shares - Class A1.63%$1.54M
- 3. Alphabet Inc Class A3.25%$3.08M
- 4. Watsco Inc Ordinary Shares1.64%$1.55M
- 5. Acuity Inc2.02%$1.91M
- 6. Howard Hughes Holdings Inc1.06%$1M
- 7. IAC Inc Ordinary Shares - New1.8%$1.7M
- 8. TJX Companies Inc2.25%$2.14M
- 9. Cboe Global Markets Inc0.95%$899,957
- 10. Copart Inc1.8%$1.71M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc1.35%$1.28M
- 2. Berkshire Hathaway Inc Class B3.34%$3.17M
- 3. Green Brick Partners Inc1.54%$1.46M
- 4. Match Group Inc Ordinary Shares - New1.74%$1.65M
- 5. SS&C Technologies Holdings Inc1.41%$1.33M
- 6. WR Berkley Corp2.65%$2.52M
- 7. Jefferies Financial Group Inc1.63%$1.54M
- 8. Civitas Resources Inc Ordinary Shares1.11%$1.05M
- 9. Garmin Ltd1.76%$1.67M
- 10. Dropbox Inc Class A1.38%$1.3M
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
Totals
Holdings
Assets
Weight
Prisons
2
$6.25M
6.59%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$4.17M
4.39%
Borders high risk
0
$0
0%
Total
3
$7.33M
7.73%
Holdings — 3 flagged holdings
1.
Berkshire Hathaway Inc Class B
$3.17M
3.34%
2.
Alphabet Inc Class A
:$3.08M
3.25%
3.
Polaris Inc
:$1.08M
1.14%
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 ICMBX
Environment
Social
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