1 / 5 Stars
2 2 5 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#3 in Consumer Defensive
U.S. News evaluated 4 Consumer Defensive Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.56 percent over the past year, 11.63 percent over the past three years, 21.70 percent over the past five years, and 5.09 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||5.1%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Consumer Staples sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.
Fees are High compared to funds in the same category.
ICON Consumer Staples Fund has an expense ratio of 1.75 percent.
Risk is Low compared to funds in the same category according to Morningstar.