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ICON Health and Information Tech Instl ICTEX

Quantitative rating as of | See ICON Investment Hub
  • NAV / 1-Day Return 15.32  /  0.26 %
  • Total Assets 95.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

Morningstar’s Analysis ICTEX

Will ICTEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An upgrade in its Process Pillar rating is the primary driver of ICON Health and Information Tech Instl's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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