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Mutual Fund Allocation Portfolios

ICON's Allocation Portfolios Offer all the Advantages of Our Investment System


We believe the primary key to successful investing is directly tied to timely industry rotation within market sectors. Through our seven mutual fund allocation portfolios, available through financial professionals only, your clients can take advantage of the power of ICON's investment system.

Sector Allocation Series
These portfolios invest in a strategic combination of industry-focused sector mutual funds and diversified mutual funds. The International Portfolio invests in international mutual funds for those seeking global investing options.

Tactical Portfolio
Balanced Portfolio
International Portfolio
Income/Equity Portfolio

Frontier Allocation Series
The Frontier portfolios invest in a strategic combination of industry-focused sector mutual funds, international funds, and diversified mutual funds.

Frontier Growth Portfolio
Frontier Moderate Portfolio
Frontier Conservative Portfolio

Not sure what's right for your client? See our Choosing the Right Portfolio summary. 

Get the Latest on Allocation Portfolios

Keep up with monthly performance returns and the current positioning of the ICON Portfolios.
Portfolio Performance
Portfolio Updates
Reallocation Commentary

We Support Your Sales Efforts

Your busy practice could benefit from ICON's sales tools—download approved presentations that can be shared with your clients, request a seminar, or replay ICON's latest quarterly webcast.
Sales Tools

Account Paperwork, Regulatory Documents, and Client Materials

ICON makes it easy to manage your growing practice. Simply visit our website when it's convenient for you—order sales materials for your office, obtain paperwork to open an account, process account changes, or view important documents (Form ADV and management agreements.

Open a Portfolio Account
Allocation Portfolio Forms
Allocation Portfolio Literature

Additional Information

View GIPS Compliance Information
Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Please click here for the most recent copy of ICON's Form ADV, Part II.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, Distributor


ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.