ISTAX : ICON Long/Short Fund Class A

ISTAX is a US Stocks Market Large Growth with HIGH fees.

ISTAX

ICON Long/Short Fund Class A

FI Score

16 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

16% FI Score
  • istax
  • Mutual Fund
  • US Stocks
  • Large Growth

ICON Long/Short Fund Class A

Expenses: 1.55% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks capital appreciation. The fund normally invests in equity securities of companies of any market capitalization and traded in U.S. markets. It generally takes long positions in equity securities identified as undervalued and take short positions in equity securities identified as overvalued. Each long or short position will be determined by considering the tradeoff between the attractiveness of each position and its impact on the risk of the overall portfolio.

Largest Holdings

Amount Holding
9.68% Mastercard Inc A
5.97% Bank of America Corp
5.74% Dollar General Corp
5.19% CSX Corp
4.64% EPAM Systems Inc
4.58% Adobe Inc
4.55% Voya Financial Inc
4.30% Global Payments Inc
4.14% Nike Inc B
4.12% ServiceNow Inc
3.97% Signature Bank
3.71% Kansas City Southern
3.69% Qorvo Inc
3.30% Arthur J. Gallagher & Co
3.04% Bristol-Myers Squibb Company
2.84% JPMorgan Chase & Co
2.82% Martin Marietta Materials Inc
2.75% L3Harris Technologies Inc
2.51% Dollar Tree Inc
2.45% Discovery Inc Class A
2.34% Skyworks Solutions Inc
2.32% Microsoft Corp
2.14% United Rentals Inc
2.02% Euronet Worldwide Inc
1.92% Eagle Materials Inc

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