ICON Natural Resources and Infrastructure Fund (ICBMX) belongs to the Energy 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 61 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | ICBMX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | ICBMX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | ICBMX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | ICBMX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | ICBMX vs PRNEX |
Best Risk-Adjusted Alternatives to ICBMX
ICBMX has a PortfoliosLab risk / return rank of 58. There are 42 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | ICBMX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | ICBMX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | ICBMX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | ICBMX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | ICBMX vs EIPIX |
Top Performing ICBMX Alternatives (YTD)
ICBMX is at 16.98% YTD. There are 49 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | ICBMX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | ICBMX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | ICBMX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | ICBMX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | ICBMX vs MLOZX |
Lowest Volatility Alternatives to ICBMX
ICBMX has 20.04% 1-year volatility. There are 74 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | ICBMX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | ICBMX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | ICBMX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | ICBMX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | ICBMX vs DHIVX |
Lowest Drawdown Alternatives to ICBMX
ICBMX has a 1-year max drawdown of -10.10%. There are 49 mutual funds in the Energy 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 | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | ICBMX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | ICBMX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | ICBMX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | ICBMX vs SBMBX |
Other Mutual Funds from ICON Funds
The 5 most viewed ICON Funds mutual funds shown here include ICTEX, IOLZX, IOEZX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Health and Information Technology Fund | Technology Equities | 88 | 32.99% | — | Feb 1997 | ICBMX vs ICTEX | |
| ICON Equity Fund | Large Cap Growth Equities | 75 | 28.44% | — | Oct 2002 | ICBMX vs IOLZX | |
| ICON Equity Income Fund | Diversified Portfolio | 83 | 17.57% | — | May 2004 | ICBMX vs IOEZX | |
| ICON Consumer Select Fund | Financials Equities | 9 | 2.27% | — | Jul 1997 | ICBMX vs ICFSX | |
| ICON FlexibleBondFund | Multisector Bonds | 77 | 1.89% | — | May 2004 | ICBMX vs IOBZX |
Often Compared With ICBMX
Investors most often compare ICBMX with FNILX, VOO, IYM. These 20 comparison targets span 11 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