ICLEX : ICON Consumer Staples Fund Class S

ICLEX is a Sector Equity Market Consumer Defensive with HIGH fees.

ICLEX

ICON Consumer Staples Fund Class S

FI Score

6 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

  • iclex
  • Mutual Fund
  • Sector Equity
  • Consumer Defensive

ICON Consumer Staples Fund Class S

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

This is a bad choice for a Consumer Defensive 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 Consumer Staples 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
5.39% Amazon.com Inc
5.12% Boston Beer Co Inc Class A
4.18% Procter & Gamble Co
4.05% General Mills Inc
3.99% Sysco Corp
3.88% Post Holdings Inc
3.88% Coca-Cola Co
3.67% Conagra Brands Inc
3.55% Nestle SA ADR
3.51% Kimberly-Clark Corp
3.46% Medifast Inc
3.24% Unilever PLC ADR
3.16% Diageo PLC ADR
3.15% The Kroger Co
2.98% The Estee Lauder Companies Inc Class A
2.95% Keurig Dr Pepper Inc
2.83% eBay Inc
2.72% JM Smucker Co
2.69% Hormel Foods Corp
2.68% Pilgrims Pride Corp
2.66% Kellogg Co
2.63% Tyson Foods Inc Class A
2.61% Coca-Cola European Partners PLC
2.46% The Hershey Co
2.35% Calavo Growers Inc

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