ICSEX Rating, Research - Icon Europe S

Icon Europe S (icsex)

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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 = 69

Threats + Weaknesses = 62

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

Fund Management Team

Fund Description Update

Icon Europe S (ICSEX) Description: ICSEX is a mutual fund, which is an investment that owns a basket of assets. The ICSEX 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. ICSEXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ICSEXs expense ratio is roughly 2%. The latest ICSEXs front end load was 0% and the back end load was 0%. The Icon Europe S (ICSEX) mutual fund falls under the europe stock category. ICSEX focuses its investments in EU and ICSEX is not affiliated with a particular industry or fund sector. The Icon Europe S (ICSEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICSEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICSEXs 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) in the European region. Foreign equity securities (see equity research) in the European region include securities of issuers wherever organized, whose securities are traded principally on a recognized stock exchange or over-the-counter market in the countries listed in the Morgan Stanley Capital International (??MSCI?) Europe Index. Equity securities in which the fund may invest include common and preferred stocks (see stock research) of companies of any market capitalization. It is non-diversified.

Management Analysis Update

Performance Analysis Update