Icon Core Equity I (icnix)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Icon Core Equity I (ICNIX) Description: ICNIX is a mutual fund, which is an investment that owns a basket of assets. The ICNIX 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. ICNIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ICNIXs expense ratio is roughly 1%. The latest ICNIXs front end load was 0% and the back end load was 0%. The Icon Core Equity I (ICNIX) mutual fund falls under the large-cap mixed category. ICNIX focuses its investments in USA and ICNIX is not affiliated with a particular industry or fund sector. The Icon Core Equity I (ICNIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICNIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICNIXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks reasonable income. The fund normally invests at least 80% of assets in equity securities (see equity research). It invests approximately 50% of total assets in common stocks (see stock research), 15% in REITs and other real estate related investments, 15% in convertible securities, and 20% in preferred stocks (see stock research). The fund focuses on equity securities (see equity research) that pay current dividends and show potential for capital appreciation. It may also invest in other types of equity securities (see equity research) and debt securities of domestic and foreign issuers.
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