Seven Allocation Portfolios
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.
Read more about these unique investment strategies
View Allocation Portfolio Performance
17 Mutual Funds
The ICON Funds are different. Our quantitative, value-based system of industry rotation directs ICON to target various market segments.
From diversified equity funds and international funds to domestic sector and domestic fixed-income funds, the ICON family of 17 mutual funds offers access to nine sectors and 154* industries.
Given ICON’s broad scope and our commitment to uncovering bargains across the market, our Funds can accommodate a wide range of investment needs.
Learn more about the ICON Funds
See ICON Fund Performance & Prices
Need help choosing which product is right for you or your client?
View our product highlights for a brief summary of all ICON has to offer: Choosing the Right Portfolio or Choosing the Right Fund.
High-Net-Worth Account
ICON’s high-net-worth account, the Summit Portfolio, invests in common stocks concentrated in industries and sectors favored by our unique valuation system. Is ICON’s high-net-worth account suitable for your clientele?
Explore the details of our Summit Portfolio
Examine High-Net-Worth Account Peformance
Separately Managed Accounts (SMAs)
ICON's SMA strategies are more concentrated than their corresponding ICON mutual funds or ICON Mutual Fund Allocation Portfolios (MFAP), and thus more in line with other ICON Separately Managed Accounts that have been offered for 10 years. These accounts are targeted toward high-net-worth individuals and institutional accounts.
Discover ICON's Separately Managed Accounts
Check out SMA Performance
Looking for products for a pension plan or other institutional entity?
Qualified institutional investors can view Institutional Products (requires log-in).
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 regulatory documents.
New to ICON? Open an AccountForms & Literature