ICON Equity Income Fund (IOEZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IOEZX
IOEZX charges 1.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IOEZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IOEZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IOEZX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IOEZX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IOEZX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | IOEZX vs MAANX |
Best Risk-Adjusted Alternatives to IOEZX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IOEZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IOEZX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IOEZX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IOEZX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IOEZX vs PMAIX |
Top Performing IOEZX Alternatives (YTD)
IOEZX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IOEZX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IOEZX vs PUDZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IOEZX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IOEZX vs CONWX | |
| Thornburg Investment Income Builder Fund Class I | 8.00% | Dec 24, 2002 | IOEZX vs TIBIX |
Lowest Volatility Alternatives to IOEZX
IOEZX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IOEZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IOEZX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IOEZX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IOEZX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IOEZX vs SICIX |
Lowest Drawdown Alternatives to IOEZX
IOEZX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IOEZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IOEZX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IOEZX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IOEZX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IOEZX vs SICIX |
Other Mutual Funds from ICON Funds
Most popular ICON Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ICON Health and Information Technology Fund | Technology Equities | 66 | -4.55% | Feb 18, 1997 | IOEZX vs ICTEX | |
| ICON FlexibleBondFund | Multisector Bonds | 65 | -0.93% | May 5, 2004 | IOEZX vs IOBZX | |
| ICON Consumer Select Fund | Financials Equities | 6 | -9.09% | Jul 1, 1997 | IOEZX vs ICFSX | |
| ICON Natural Resources and Infrastructure Fund | Energy Equities | 83 | 12.94% | May 4, 1997 | IOEZX vs ICBMX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | IOEZX vs IOLZX |
Often Compared With IOEZX
What investors most often compare with IOEZX, 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.