ICLEX Rating, Research - Icon Leisure & Consumer Staples

Icon Leisure & Consumer Staples (iclex)

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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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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 = 96

Threats + Weaknesses = 67

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

Fund Management Team

Fund Description Update

Icon Leisure & Consumer Staples (ICLEX) Description: ICLEX is a mutual fund, which is an investment that owns a basket of assets. The ICLEX 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 short management tenure and is in the small fund size classification. ICLEXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ICLEXs expense ratio is roughly 2%. The latest ICLEXs front end load was 0% and the back end load was 0%. The Icon Leisure & Consumer Staples (ICLEX) mutual fund falls under the consumer staples category. ICLEX focuses its investments in USA and ICLEX is focused on the staple industry or fund sector. The Icon Leisure & Consumer Staples (ICLEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICLEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICLEXs 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 net assets in equities of companies in the Leisure and Consumer Staples sectors. 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