ICFSX : ICON Financial Fund Class S

ICFSX is a Sector Equity Market Financial Services with HIGH fees.

ICFSX

ICON Financial Fund Class S

FI Score

15 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

15% FI Score
  • icfsx
  • Mutual Fund
  • Sector Equity
  • Financial Services

ICON Financial Fund Class S

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund 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 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.

Largest Holdings

Amount Holding
15.53% JPMorgan Chase & Co
8.51% Citigroup Inc
7.75% Bank of America Corp
6.57% Voya Financial Inc
6.20% Global Payments Inc
6.04% Visa Inc Class A
5.27% U.S. Bancorp
5.25% Mastercard Inc A
4.56% Morgan Stanley
4.49% Marsh & McLennan Companies Inc
3.88% American Express Co
3.67% Assurant Inc
3.52% Encore Capital Group Inc
3.26% Axos Financial Inc
3.21% Goldman Sachs Group Inc
2.78% Discover Financial Services
2.37% Ally Financial Inc
2.11% Wells Fargo & Co
1.71% Euronet Worldwide Inc
1.66% Essent Group Ltd
1.49% Arch Capital Group Ltd
0.24% KeyCorp

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