Icon Financial Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.22 percent over the past year, 10.42 percent over the past three years, 12.24 percent over the past five years, and -1.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.8%
1 Year 15.2%
3 Years (Annualized) 10.4%
5 Years (Annualized) 12.2%
10 Years (Annualized) -1.6%

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Summary

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 Financial 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

Fees are High compared to funds in the same category.
Icon Financial Fund has an expense ratio of 2.51 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top ICON Funds Funds