ICON Opportunities Fund

Class Other (ICONX)

U.S. News evaluated 215 Small Growth 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 29.81 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.8%
1 Year 29.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in companies with a market capitalization that is within or below the range of companies in the S&P SmallCap 600 Index. The market capitalization of the companies in the fund's portfolio and the S&P SmallCap 600 Index changes over time and the fund will not sell a stock just because the company has grown to a market capitalization outside the range.

Fees

Fees are Above Average compared to funds in the same category.
ICON Opportunities Fund has an expense ratio of 1.52 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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