ICFSX Rating, Research - Icon Financial

Icon Financial (icfsx)

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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 = 68

Threats + Weaknesses = 44

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

Fund Management Team

Fund Description Update

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

Management Analysis Update

Performance Analysis Update