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ICON Equity Income Institutional IOEZX

Quantitative rating as of | See ICON Investment Hub
  • NAV / 1-Day Return 16.88  /  0.41 %
  • Total Assets 67.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—85%+ Equity
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.33%
  • Turnover 25%

Morningstar’s Analysis IOEZX

Will IOEZX outperform in future?

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

Summary

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ICON Equity Income Institutional earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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