IOCIX Rating, Research - Icon Risk-Managed Equity I

Icon Risk-Managed Equity I (iocix)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 256

Threats + Weaknesses = 147

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

Fund Management Team

Fund Description Update

Icon Risk-Managed Equity I (IOCIX) Description: IOCIX is a mutual fund, which is an investment that owns a basket of assets. The IOCIX 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. IOCIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. IOCIXs expense ratio is roughly 1%. The latest IOCIXs front end load was 0% and the back end load was 0%. The Icon Risk-Managed Equity I (IOCIX) mutual fund falls under the large-cap mixed category. IOCIX focuses its investments in USA and IOCIX is not affiliated with a particular industry or fund sector. The Icon Risk-Managed Equity I (IOCIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IOCIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IOCIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide total return that exceeds the total return of the S&P 500 Index over long-term market cycles. The fund normally invests at least 80% of assets in large-capitalization companies, although it is currently anticipated that the fund will normally invest at least 95% of net assets in these companies which have market capitalizations at the time of purchase within the range of market capitalizations of companies in the S&P 500 Index. It may also invest in exchange traded funds (ETFs).

Management Analysis Update

Performance Analysis Update