ICCCX Rating, Research - Icon Consumer Discretionary S

Icon Consumer Discretionary S (icccx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 77

Threats + Weaknesses = 57

When strengths & opportunities substantially exceed threats & weaknesses an investment in the icccx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Icon Consumer Discretionary S (ICCCX) Description: ICCCX is a mutual fund, which is an investment that owns a basket of assets. The ICCCX mutual fund was provided by Icon and this investment vehicle derives the majority of its value from equity holdings (stocks). Icons mutual fund has a medium management tenure and is in the small fund size classification. ICCCXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ICCCXs expense ratio is roughly 2%. The latest ICCCXs front end load was 0% and the back end load was 0%. The Icon Consumer Discretionary S (ICCCX) mutual fund falls under the consumer discretionary category. ICCCX focuses its investments in USA and ICCCX is focused on the discretionary industry or fund sector. The Icon Consumer Discretionary S (ICCCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICCCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICCCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of the net assets in equity of companies in the Consumer Discretionary sector. It may invest in common stocks (see stock research) and preferred stocks (see stock research) of companies of any market capitalization. The funds non-diversified.


Management Analysis Update


Performance Analysis Update