Morningstar

ICON Mutual Funds

View all of ICON’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

ICON Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
ICON Natural Resources and Infrastructure Fund Institutional ClassICBMXNatural Resources
23.12%121.310%HighInstitutional$1,000
ICON Natural Resources and Infrastructure Fund Investor ClassICBAXNatural Resources
22.85%151.560%HighNo Load$1,000
ICON Flexible Bond Fund Institutional ClassIOBZXMultisector Bond—1.44%190.950%HighInstitutional$1,000
ICON Flexible Bond Fund Investor ClassIOBAXMultisector Bond—1.18%241.200%HighNo Load$1,000
ICON Equity Fund Institutional ClassIOLZXMid-Cap Blend
14.09%321.160%HighInstitutional$1,000
ICON Equity Fund Investor ClassISTAXMid-Cap Blend
13.84%331.410%HighNo Load$1,000
ICON Consumer Select Fund Investor ClassICFAXFinancial
1.22%701.720%HighNo Load$1,000
ICON Health and Information Technology Fund Investor ClassICTTXTechnology
31.70%241.560%HighNo Load$1,000
ICON Health and Information Technology Fund Institutional ClassICTEXTechnology
32.01%241.300%HighInstitutional$1,000
ICON Consumer Select Fund Institutional ClassICFSXFinancial
1.41%651.470%HighInstitutional$1,000
ICON Equity Income Fund Institutional ClassIOEZXAggressive Allocation
15.43%11.230%HighInstitutional$1,000
ICON Equity Income Fund Investor ClassIEQAXAggressive Allocation
15.21%21.480%HighNo Load$1,000
ICON Utilities and Income Fund Institutional ClassICTUXUtilities
6.79%221.660%HighInstitutional$1,000
ICON Utilities and Income Fund Investor ClassICTVXUtilities
6.55%241.920%HighNo Load$1,000

ICON Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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