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Investment Products

ICON Investment Solutions: Finding Opportunities in Changing Times


Put Our Allocation Portfolios, Mutual Funds, High-Net-Worth Accounts, and Separately Managed Accounts to Work for You and Your Clients

ICON's domestic and international products represent an opportunity to access nine sectors and 154* industries. Whatever your clients' long-term objective, risk tolerance, time horizon, or investment amount, we offer strategic portfolio solutions to help them pursue their financial goals.


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 Account

Forms & Literature


* As of December 31, 2009. This number may vary over time.

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.

As an investment professional, you are responsible for knowing your clients’ needs, goals, and tolerance for risk.

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.