ICON Utilities Fund

Scorecard
2 / 5 Stars
Lipper
2 2 5 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 17 Utilities 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 10.80 percent over the past year, 11.44 percent over the past three years, 13.58 percent over the past five years, and 7.71 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.0%
1 Year 10.8%
3 Years (Annualized) 11.4%
5 Years (Annualized) 13.6%
10 Years (Annualized) 7.7%

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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 Utilities sectors. 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 Low compared to funds in the same category.
ICON Utilities Fund has an expense ratio of 1.51 percent.

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Risk

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

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See Also:

Top ICON Funds Funds