Icon Financial is trading at 9.35 as of the 20th of March 2025; that is 0.53 percent down since the beginning of the trading day. The fund's open price was 9.4. Icon Financial has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Consumer Discretionary, Consumer Staples and Financial sectors. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. More on Icon Financial Fund
Icon Financial Fund [ICFSX] is traded in USA and was established 20th of March 2025. Icon Financial is listed under ICON Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of ICON Funds family. This fund currently has accumulated 25.75 M in assets under management (AUM) with minimum initial investment of 1 K. Icon Financial is currently producing year-to-date (YTD) return of 1.23%, while the total return for the last 3 years was 8.33%.
Check Icon Financial Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Icon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Icon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Icon Financial Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Icon Mutual Fund
Icon Financial financial ratios help investors to determine whether Icon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Icon with respect to the benefits of owning Icon Financial security.