- Todd Burchett, ICON Investment Committee Member and Portfolio Manager of the ICON Bond Fund, is featured in a January 4, 2010 Fidelity.com article titled Get Ahead of Rising Rates – Before They Get Ahead of You, written by Roger Fillion. The article addresses the potential impact on bond holdings for investors if interest rates rise in 2010.
The ICON Risk Managed Equity Fund, the ICON Asia-Pacific Region Fund, and the ICON Energy Fund all received mentions in the WSJ-Online on January 5, 2010.
- The ICON Asia-Pacific Region Fund (Class S) ranked 5th among 43 Pacific Region Funds based on total returns for the one-year period ended December 31, 2009.
- The ICON Risk-Managed Equity Fund (Class I) ranked 8th among 42 Specialty Diversified Equity Funds based on total returns for the one-year period ended December 31, 2009.
- The ICON Energy Fund was named a 10-Year Best Performer, ranking 20th among all funds based on total returns for the 10-year period ended December 31, 2009.
Past performance is no guarantee of future results.
We’re pleased to notify you about this press coverage, but we regret that we cannot forward the interviews or links in their entirety due to copyright laws and other compliance requirements.
If you subscribe or otherwise have access to these publications, we invite you to read these articles in their entirety. Please visit the ICON in the News area of our website for additional ICON press coverage, or contact the ICON Internal Sales Desk at 1-800-828-4881 to order approved article reprints.
Data sources: WSJ-Online and Lipper
AVERAGE ANNUAL TOTAL RETURNS (%) THROUGH 12/31/09
|
|
1 Year |
3 Years |
5 Years |
10 Years |
Since Inception (11/5/97) |
|
|
|
|
11.93 |
18.02 |
|
|
|
|
|
10.42 |
9.97 |
|
|
|
|
|
0.69 |
-1.90 |
|
| Gross Expense Ratio: 1.16% |
|
|
1 Year |
3 Years |
5 Years |
10 Years |
Since Inception (2/25/97) |
ICON Asia-Pacific Region Fund, Class S |
|
|
8.16 |
0.17 |
|
|
|
|
|
5.51 |
1.20 |
|
| Gross Expense Ratio: 1.80% |
|
|
1 Year |
3 Years |
5 Years |
10 Years |
Since Inception (9/30/02) |
ICON Risk-Managed Equity Fund, Class I |
|
|
0.47 |
N/A |
|
|
|
|
|
0.69 |
N/A |
|
| Gross Expense Ratio: 1.42% |
The data quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the data quoted. Please call 1-800-828-4881 or visit www.iconadvisers.com for performance results current to the most recent month-end.
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. There are risks associated with small- and mid-cap investing such as less liquidity, limited product lines, and small market share.
An investment concentrated in sectors and industries may involve greater risk and volatility than a more diversified investment. Call options involve certain risks, such as limited gains and lack of liquidity of the underlying securities, and are not suitable for all investors.
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. An investment in a region fund may involve greater risk and volatility than a more diversified fund.
Investing in fixed income securities such as bonds involves interest rate risk. When interest rates rise, the value of fixed income securities generally decreases. The Bond Fund may invest up to 25% of its assets in high-yield bonds that are below investment grade. High-yield bonds involve a greater risk of default and price volatility than U.S. Government and other higher-quality bonds.
The unmanaged Standard & Poor’s Composite 1500 (S&P 1500) Index is a broad-based capitalization-weighted index comprising 1,500 stocks of Large-cap, Mid-cap, and Small-cap U.S. companies. The Standard and Poor’s (S&P) 1500 Energy Index is an unmanaged capitalization-weighted index comprising companies in the Energy sector as determined by S&P.
The unmanaged Morgan Stanley Capital International (MSCI) All Country (AC) Pacific Index comprises stocks traded in the developed and emerging markets of the Pacific Basin (Australia, China, Hong Kong, Indonesia, Japan, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, and Thailand). The capitalization-weighted index attempts to capture at least 60% of investable capitalization in those markets subject to constraints governed by industry representation, maximum liquidity, maximum float, and minimum cross-ownership.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus and the statement of additional information contain this and other information about the Funds and are available by visiting www.iconadvisers.com or calling 1-800-828-4881. Please read the prospectus and the statement of additional information carefully before investing.
ICON DistributorsSM, Distributor |