ICON Risk-Managed Balanced Fund

Scorecard
1 / 5 Stars
Lipper
5 5 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C- (Hold)

U.S. News evaluated 247 Moderate Allocation 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 7.82 percent over the past year, 5.90 percent over the past three years, 10.88 percent over the past five years, and 3.27 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 7.8%
3 Years (Annualized) 5.9%
5 Years (Annualized) 10.9%
10 Years (Annualized) 3.3%

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Summary

The investment seeks modest capital appreciation and income. The fund invests no less than 25%, and up to 75%, of the market value of its assets, plus any borrowings for investment purposes, in debt securities traded in U.S. markets. It will correspondingly invest no less than 25% and no more than 75% in equity securities traded in U.S. markets, including common stocks and preferred stocks of any market capitalization. The fund may also purchase exchange traded funds and other derivatives. It may invest up to 10% of its net assets in non-investment grade U.S. dollar denominated bonds.

Fees

Fees are Above Average compared to funds in the same category.
ICON Risk-Managed Balanced Fund has an expense ratio of 1.47 percent.

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Risk

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

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See Also:

Top ICON Funds Funds