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Morningstar

ICON Flexible Bond Institutional IOBZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See ICON Investment Hub

Morningstar’s Analysis IOBZX

Will IOBZX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IOBZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IOBZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IOBZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ICON Flexible Bond Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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