ICM Small CompanyICSCX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

ICM Small Company proves that slow and steady wins the race.

In general, the amount of trading (turnover) that occurs in the typical mutual fund tends to increase as one moves down the market-cap ladder. This higher turnover can increase trading costs--the Read more

Kudos

Solid returns over the long haul.

Sticks to small-cap value discipline.

A well-diversified portfolio keeps a lid on volatility.

Seasoned lead manager.

Low expenses. Read more

Risks

Asset base has grown, albeit moderately, over the years.

A high minimum investment puts it out of reach for most retail investors, gearing it mostly toward 401(k) participants. Read more

Strategy

Management starts with a universe of stocks with market caps of around $1 billion and narrows the list through screens and company analysis. The team favors well-managed companies with good growth prospects Read more

Management

Lead manager Robert McDorman, who has been at the helm since the fund's 1989 inception, has the most experience on a team that also includes longtime analyst/managers Simeon Wooten and Bill Heaphy. Read more

Inside Scoop

Management invests in tiny stocks with good growth prospects that are trading at reasonable valuations. Read more

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