Find the Right Portfolio for Your Client Not sure which of ICON's mutual fund allocation portfolios may best suit you or your client? Reading our portfolio overviews below will give you a snapshot of each portfolio -- and help guide your decision.
Remember, however, that ICON’s mutual fund allocation portfolios are available exclusively through financial professionals, who can help you determine how they might best be used to pursue your long-term investment goals.
Don’t have a financial adviser? Visit the Financial Planning Association to help find one in your area.
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 view details
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 154* industries within nine market sectors. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
Balanced Portfolio view details
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 154* 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.
Relative Risk Profile: Moderate Investment Minimum: $25,000
International Portfolio view details 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 154* industries within nine market sectors. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
Income/Equity Portfolio view details 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. Relative Risk Profile: Low to Moderate Investment Minimum: $25,000
Frontier Growth Portfolio view details
The Frontier Growth Portfolio seeks total return through investments in select domestic industry-focused sector funds, including funds that invest in real estate, gold, and mining securities, international funds, diversified U.S. equity funds, and bond funds. The Portfolio's strategy focuses on timely industry rotation among a universe of 154* industries within nine market sectors in domestic and overseas markets. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
Frontier Moderate Portfolio view details The Frontier Moderate Portfolio seeks total return, with a secondary goal of capital preservation, through moderate investments in select domestic industry-focused sector funds, including funds that invest in real estate, gold, and mining securities, international funds, diversified U.S. equity funds, and bond funds. The Portfolio's strategy focuses on timely industry rotation among a universe of 154* industries within nine market sectors in domestic and overseas markets. Relative Risk Profile: Moderate Investment Minimum: $25,000
Frontier Conservative Portfolio view details The Frontier Conservative Portfolio seeks total return through conservative investments in select domestic industry-focused sector funds, including funds that invest in real estate, gold, and mining securities, international funds, diversified U.S. equity funds, and bond funds. The Portfolio's strategy focuses on timely industry rotation among a universe of 154* industries within nine market sectors in domestic and overseas markets. Relative Risk Profile: Low to Moderate Investment Minimum: $25,000
* Industries subject to change. As of June 30, 2010. This number may vary over time.
This relative risk profile shows our assessment of the potential volatility of the ICON-managed portfolios relative to one another and should not be used to compare the portfolios to other types of investments. Each Portfolio has its own strategy and risk/reward profile, and a Portfolio’s risk profile is subject to change.
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. 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.
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, 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
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