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ICON Funds Mutual Funds List

Here you can find all mutual funds issued by ICON Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
6
Avg. Expense Ratio
1.11%
Avg. 1 Year Return
31.41%
Avg. 5 Year Return
8.82%
Median Risk/Return Score
72 / 100
ICON Funds Mutual Funds List

6 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ICON Natural Resources and Infrastructure FundEnergy EquitiesMay 4, 19971.31%
20.19%
12.95%
8.33%
75
ICON Consumer Select FundFinancials EquitiesJul 1, 19971.32%
-6.17%
10.03%
11.99%
3
ICON Health and Information Technology FundTechnology EquitiesFeb 18, 19971.26%
31.30%
17.34%
15.80%
85
ICON FlexibleBondFundMultisector BondsMay 5, 20040.76%
1.24%
4.12%
6.12%
74
ICON Equity Income FundDiversified PortfolioMay 9, 20041.00%
12.81%
8.46%
3.00%
66
ICON Equity FundLarge Cap Growth EquitiesOct 17, 20021.04%
25.60%
14.28%
8.51%
70

Rows per page

1–6 of 6

Explore top ICON Funds Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best ICON Funds Mutual funds by Risk/Return Score

The top ICON Funds Mutual funds by PortfoliosLab Risk/Return Score are ICTEX (85) and ICBMX (75). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing ICON Funds Mutual funds Over 5 Years

The top ICON Funds Mutual funds is ICBMX (13.86%). Across the lineup, ICON Funds Mutual funds show an average 1-year return of 31.41% and an average 5-year return of 8.82%, providing a clearer view of performance across different investment horizons.

Lowest-Cost ICON Funds Mutual funds

The top ICON Funds Mutual funds is IOBZX (0.76%). With an average expense ratio of 1.11%, ICON Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield ICON Funds Mutual funds

The top ICON Funds Mutual funds is ICTEX (15.80%). Across the lineup, ICON Funds Mutual funds show an average dividend yield of 8.96%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
ICON Health and Information Technology Fund15.80%Feb 1997
ICON Consumer Select Fund11.99%Jul 1997
ICON Equity Fund8.51%Oct 2002
ICON Natural Resources and Infrastructure Fund8.33%May 1997
ICON FlexibleBondFund6.12%May 2004

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