ICON Natural Resources and Infrastructure Fund (ICBMX) belongs to the Infrastructure Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICBMX
ICBMX charges 1.31% annually. There are 30 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | ICBMX vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | ICBMX vs FLIAX | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | ICBMX vs PAXDX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | ICBMX vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | ICBMX vs CSUIX |
Best Risk-Adjusted Alternatives to ICBMX
ICBMX has a PortfoliosLab risk / return rank of 80. There are 3 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | ICBMX vs RMLPX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 83 | — | Jul 2011 | ICBMX vs DPG | |
| abrdn Global Infrastructure Fund | 80 | — | Nov 2008 | ICBMX vs AIFRX | |
| JHancock Infrastructure Fund | 80 | — | Dec 2013 | ICBMX vs JEEIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 79 | — | Apr 2018 | ICBMX vs GAMPX |
Top Performing ICBMX Alternatives (YTD)
ICBMX is at 20.46% YTD. There are 9 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 39.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | ICBMX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.21% | — | Dec 2014 | ICBMX vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.95% | — | Apr 2018 | ICBMX vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 26.85% | — | Sep 2017 | ICBMX vs GLEIX | |
| Transamerica Energy Infrastructure | 25.97% | — | Apr 2013 | ICBMX vs TMLPX |
Lowest Volatility Alternatives to ICBMX
ICBMX has 19.77% 1-year volatility. There are 32 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | ICBMX vs PAXDX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | ICBMX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | ICBMX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | ICBMX vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.13% | — | Aug 2017 | ICBMX vs CSUAX |
Lowest Drawdown Alternatives to ICBMX
ICBMX has a 1-year max drawdown of -10.10%. There are 30 mutual funds in the Infrastructure Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | ICBMX vs PAXDX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | ICBMX vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | ICBMX vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | ICBMX vs CSUIX | |
| Nuveen Global Infrastructure Fund | -5.99% | — | Dec 2007 | ICBMX vs FGIYX |
Other Mutual Funds from ICON Funds
The 5 most viewed ICON Funds mutual funds shown here include IOLZX, IOEZX, ICTEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | Large Cap Growth Equities | 79 | 28.55% | — | Oct 2002 | ICBMX vs IOLZX | |
| ICON Equity Income Fund | Diversified Portfolio | 92 | 18.94% | — | May 2004 | ICBMX vs IOEZX | |
| ICON Health and Information Technology Fund | Technology Equities | 86 | 30.13% | — | Feb 1997 | ICBMX vs ICTEX | |
| ICON Consumer Select Fund | Financials Equities | 15 | 3.90% | — | Jul 1997 | ICBMX vs ICFSX | |
| ICON FlexibleBondFund | Multisector Bonds | 74 | 1.41% | — | May 2004 | ICBMX vs IOBZX |
Often Compared With ICBMX
Investors most often compare ICBMX with FNILX, VOO, IYM. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ICBMX with Any Fund or Stock
Compare ICBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICBMX with funds that move differently
ICON Natural Resources and Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICBMX.
Explore ICBMX Diversifiers