Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 14 of 14 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| ICON Flexible Bond Institutional | IOBZX | Multisector Bond | 1.82% | 13 | 0.850% | Above Average | Institutional | $1,000 | ||
| ICON Flexible Bond Investor | IOBAX | Multisector Bond | 1.68% | 13 | 1.100% | Above Average | No Load | $1,000 | ||
| ICON Natural Resources and Infras Instl | ICBMX | Natural Resources | 7.41% | 11 | 1.310% | High | Institutional | $1,000 | ||
| ICON Natural Resources and Infras Inv | ICBAX | Natural Resources | 7.28% | 13 | 1.560% | High | No Load | $1,000 | ||
| ICON Consumer Select Institutional | ICFSX | Financial | 2.08% | 66 | 1.330% | High | Institutional | $1,000 | ||
| ICON Consumer Select Investor | ICFAX | Financial | 3.81% | 67 | 1.570% | High | No Load | $1,000 | ||
| ICON Equity Institutional | IOLZX | Mid-Cap Growth | −1.81% | 87 | 1.120% | High | Institutional | $1,000 | ||
| ICON Health and Information Tech Instl | ICTEX | Technology | 2.11% | 55 | 1.260% | High | Institutional | $1,000 | ||
| ICON Health and Information Tech Inv | ICTTX | Technology | 2.10% | 56 | 1.520% | High | No Load | $1,000 | ||
| ICON Utilities and Income Instl | ICTUX | Utilities | −1.21% | 83 | 1.410% | High | Institutional | $1,000 | ||
| ICON Equity Income Institutional | IOEZX | Aggressive Allocation | −2.52% | 98 | 1.160% | High | Institutional | $1,000 | ||
| ICON Equity Income Investor | IEQAX | Aggressive Allocation | −2.62% | 100 | 1.430% | High | No Load | $1,000 | ||
| ICON Equity Investor | ISTAX | Mid-Cap Growth | −1.85% | 87 | 1.370% | High | No Load | $1,000 | ||
| ICON Utilities and Income Inv | ICTVX | Utilities | −1.20% | 81 | 1.650% | High | No 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank