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Find the Right ICON Fund for Your Client
While ICON views the market as one asset class, the ICON Funds represent specific investment categories that allow you to tailor clients’ portfolios according to their objectives and risk profile.
Not sure which of our diversified equity, domestic sector, foreign, and domestic fixed-income funds best suit a particular client? Read our Fund Highlights below.
Overview of ICON Funds
ICON’s 17 mutual funds are powered by a quantitative methodology that attempts to identify securities that are underpriced relative to value. All ICON Funds require a minimum investment of $1,000 unless your client begins an Automatic Investment Plan or Payroll Deduction of $100 or more per month or pay period. If your client has more to invest, consider ICON’s Allocation Portfolios.
| Bond Fund |
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ICON Bond Fund seeks maximum total return using a quantitative methodology to identify securities ICON believes are underpriced relative to value. The total return is the percentage increase of the price of the bond (or appreciation) plus interest.
To pursue this goal, the Fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a broad range of U.S. dollar-denominated bonds. These include corporate bonds, notes, debentures, asset-backed securities, and mortgage-related securities, as well as U.S. government and agency securities. This strategy may not be changed unless Fund shareholders are given at least 60 days’ prior notice. The Fund generally invests in investment-grade securities, although the Fund may invest up to 25% of its assets in lower-rated securities. There is no limit on the Fund’s average maturity or on the maturity of any individual issues in the Fund.
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CUSIP Number:
Ticker Symbol:
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Class I, 44929K762
Class C, 44929K754
Class I, IOBIX
Class C, IOBCX
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There are risks involved with mutual fund investing, including the risk of loss of principal.
There is no assurance that the investment process will consistently lead to successful results.
An investment concentrated in sectors and industries may involve greater risk and
volatility than a more diversified investment, and the Technology sector has been among
the most volatile sectors in the market.
Investing in fixed income securities such as bonds involves interest rate risk.
When interest rates rise, the value of fixed income securities generally
decreases. High-yield bonds involve a greater risk of default and price
volatility than U.S. Government and other higher-quality bonds.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus and the statement of additional information carefully before investing.
ICON DistributorsSM, Distributor
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