ICON Equity Income Fund (IOEZX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IOEZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IOEZX
IOEZX charges 1.00% annually. There are 413 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IOEZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IOEZX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IOEZX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IOEZX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | IOEZX vs FYMIX |
Best Risk-Adjusted Alternatives to IOEZX
IOEZX has a PortfoliosLab risk / return rank of 77. There are 49 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IOEZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IOEZX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IOEZX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | IOEZX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | IOEZX vs AOBLX |
Top Performing IOEZX Alternatives (YTD)
IOEZX is at 13.66% YTD. There are 4 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | IOEZX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | IOEZX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | IOEZX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | IOEZX vs TIBIX | |
| Sound Mind Investing Fund | 13.35% | — | Dec 2005 | IOEZX vs SMIFX |
Lowest Volatility Alternatives to IOEZX
IOEZX has 12.22% 1-year volatility. There are 474 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | IOEZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | IOEZX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | IOEZX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | IOEZX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | IOEZX vs CSTAX |
Lowest Drawdown Alternatives to IOEZX
IOEZX has a 1-year max drawdown of -6.77%. There are 327 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IOEZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IOEZX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IOEZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IOEZX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IOEZX vs CSTAX |
Other Mutual Funds from ICON Funds
The 5 most viewed ICON Funds mutual funds shown here include ICTEX, IOLZX, ICFSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Health and Information Technology Fund | Technology Equities | 80 | 27.92% | — | Feb 1997 | IOEZX vs ICTEX | |
| ICON Equity Fund | Large Cap Growth Equities | 81 | 28.62% | — | Oct 2002 | IOEZX vs IOLZX | |
| ICON Consumer Select Fund | Financials Equities | 6 | -2.49% | — | Jul 1997 | IOEZX vs ICFSX | |
| ICON FlexibleBondFund | Multisector Bonds | 70 | 1.36% | — | May 2004 | IOEZX vs IOBZX | |
| ICON Natural Resources and Infrastructure Fund | Energy Equities | 69 | 16.43% | — | May 1997 | IOEZX vs ICBMX |
Often Compared With IOEZX
Investors most often compare IOEZX with DBALX, ATLAX, EAAFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IOEZX with Any Fund or Stock
Compare IOEZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IOEZX with funds that move differently
ICON Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IOEZX.
Explore IOEZX Diversifiers