Icon Financial Fund

2 / 5 Stars
1 1 2 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
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.

See all ICON Funds funds

See full Financial rankings

See more fund rankings


The fund has returned 21.18 percent over the past year, 7.52 percent over the past three years, 17.99 percent over the past five years, and -2.03 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.6%
1 Year 21.2%
3 Years (Annualized) 7.5%
5 Years (Annualized) 18.0%
10 Years (Annualized) -2.0%

See more ICOCX performance


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

See more ICOCX fees


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

See more ICOCX risk

See Also:

Top ICON Funds Funds