ICENX Rating, Research - Icon Energy S

Icon Energy S (icenx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 60

Threats + Weaknesses = 49

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

Fund Management Team

Fund Description Update

Icon Energy S (ICENX) Description: ICENX is a mutual fund, which is an investment that owns a basket of assets. The ICENX 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 large fund size classification. ICENXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ICENXs expense ratio is roughly 1%. The latest ICENXs front end load was 0% and the back end load was 0%. The Icon Energy S (ICENX) mutual fund falls under the equity energy category. ICENX focuses its investments in USA and ICENX is focused on the energy industry or fund sector. The Icon Energy S (ICENX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICENXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICENXs 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 equities of companies in the Energy sector and traded in the U.S. It may invest in common and preferred stocks (see stock research) of companies of any market capitalization. The funds non-diversified.

Management Analysis Update

Icon Energy S's executives / managers make better investing decisions, because their assets are invested along side their client's. The icenx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update