ICONX : ICON Opportunities Fund

ICONX is a US Stocks Market Small Growth with HIGH fees.

ICONX

ICON Opportunities Fund

FI Score

17 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

17% FI Score
  • iconx
  • Mutual Fund
  • US Stocks
  • Small Growth

ICON Opportunities Fund

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund 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 are 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 security just because the company has grown to a market capitalization outside the range.

Largest Holdings

Amount Holding
7.25% LGI Homes Inc
5.76% Axos Financial Inc
5.69% KB Home
5.52% Armstrong World Industries Inc
5.52% Five Below Inc
5.25% Brunswick Corp
5.09% Methode Electronics Inc Class A
4.75% Patrick Industries Inc
4.43% Ebix Inc
4.15% Forward Air Corp
4.04% Alamo Group Inc
3.77% Essent Group Ltd
3.53% Chart Industries Inc
3.53% Monarch Casino & Resort Inc
3.36% Super Micro Computer Inc
3.26% Aaron's Inc
3.06% Extreme Networks Inc
2.86% Ferro Corp
2.78% Cabot Microelectronics Corp
2.38% First Midwest Bancorp Inc
2.36% The Chemours Co
2.07% Perficient Inc
1.99% US Concrete Inc
1.88% Albany International Corp
1.74% JetBlue Airways Corp

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