3 / 5 Stars
3 2 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#20 in Equity Energy
U.S. News evaluated 48 Equity Energy 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 8.04 percent over the past year, 2.04 percent over the past three years, 15.30 percent over the past five years, and 12.07 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||2.0%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||12.1%|
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 Energy 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 Above Average compared to funds in the same category.
Icon Energy Fund has an expense ratio of 1.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.