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Find the Right Portfolio for Your Client
Not sure which of ICON's mutual fund allocation portfolios may best suit your client? We can help your assessment process with our Confidential
Investment Profile. This tool asks you to detail suitability factors such as your client's investment objectives, time horizon, and risk
tolerance, then scores that client's appropriateness for ICON's wide range of allocation portfolios.
Overview of ICON Investment Strategies
ICON offers seven mutual fund allocation portfolios, targeted to a variety of investment objectives, time horizons, and risk tolerances. The
Portfolios have at least a $25,000 minimum. For lower investment minimums, see ICON's
mutual funds.
If your client has substantial assets to invest, consider our
High-Net-Worth Account Portfolios.
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| Tactical Portfolio |
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The Tactical Portfolio seeks capital appreciation through investments in a strategic mix of U.S. sector funds and other diversified U.S. mutual funds. The Portfolio's strategy focuses on industry rotation among 147* industries within nine market sectors.
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Relative Risk Profile: Moderate to High
Investment Minimum: $25,000
Recomm. Invest. Horizon: 7-8 years
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| Balanced Portfolio |
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The Balanced Portfolio seeks a combination of capital appreciation and income through investments in U.S. sector funds, bond funds, and convertible bond and/or dividend-yielding stock funds. The proportion of equity and fixed-income assets varies through time, as directed by the ICON system.
Normally, the Balanced Portfolio will invest a significant portion of assets in equity investments. The Portfolio's equity strategy focuses on industry rotation among 147* industries within nine market sectors. A similar strategy is applied to the bond market in which the ICON system seeks value among bond types, maturities, and investment grade.
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Relative Risk Profile: Moderate
Investment Minimum: $25,000
Recomm. Invest. Horizon: 5-6 years
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| International Portfolio |
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The International Portfolio seeks capital appreciation through investments in U.S.-based foreign mutual funds. The Portfolio's strategy focuses on industry rotation in overseas markets among a universe of 147* industries within nine market sectors.
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Relative Risk Profile: Moderate to High
Investment Minimum: $25,000
Recomm. Invest. Horizon: 7-8 years
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| Income/Equity Portfolio |
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The Income/Equity Portfolio seeks income with capital appreciation using a strategic mix of targeted income-producing U.S. equity and fixed-income funds, including funds that invest in utility stocks and convertible securities.
The Portfolio's strategy focuses on timely allocation of assets among professionally managed mutual funds.
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Relative Risk Profile: Low to Moderate
Investment Minimum: $25,000
Recomm. Invest. Horizon: 3-4 years
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The Dow Jones Wilshire 5000 Composite Index measures the performance of all U.S.-headquartered equity securities with readily available price data.
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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.
Investments in international securities may entail unique risks, including political, market, regulatory and currency risks. Financial statements of foreign companies are governed by different accounting, auditing, and financial standards than U.S. companies and may be less transparent and uniform than in the United States. Many corporate governance standards, which help ensure the integrity of public information in the United States, do not exist in foreign countries. In general, there is less governmental supervision of foreign stock exchanges and securities brokers and issuers.
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