ICNEX Rating, Research - Icon International Equity Z

Icon International Equity Z (icnex)

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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 = 18

Threats + Weaknesses = 15

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

Fund Management Team

Fund Description Update

Icon International Equity Z (ICNEX) Description: ICNEX is a mutual fund, which is an investment that owns a basket of assets. The ICNEX 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. ICNEXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. ICNEXs expense ratio is roughly 1%. The latest ICNEXs front end load was 0% and the back end load was 0%. The Icon International Equity Z (ICNEX) mutual fund falls under the foreign large-cap mixed category. ICNEX focuses its investments in EU and Japan and ICNEX is not affiliated with a particular industry or fund sector. The Icon International Equity Z (ICNEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICNEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICNEXs 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, plus any borrowings for investment purposes, in foreign equity securities (see equity research). Foreign equity securities (see equity research) refer to securities of issuers, wherever organized, whose securities are listed or traded principally on a recognized stock exchange or over-the-counter market outside the United States. Equity securities in which the fund may invest include common and preferred stocks (see stock research) of companies of any market capitalization.

Management Analysis Update

Performance Analysis Update