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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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| Frontier Growth Portfolio |
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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 147* industries within nine market
sectors in domestic and overseas markets.
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Relative Risk Profile:
Moderate to High
Investment Minimum:
$25,000
Recomm. Invest. Horizon:
7-8 years
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| Frontier Moderate Portfolio |
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view details |
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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 147* industries within nine market sectors in
domestic and overseas markets.
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Relative Risk Profile:
Moderate
Investment Minimum:
$25,000
Recomm. Invest. Horizon:
5-6 years
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| Frontier Conservative Portfolio |
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view details |
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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 147* industries within nine
market sectors in domestic and overseas markets.
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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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