ICON Equity Fund (IOLZX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IOLZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IOLZX
IOLZX charges 1.04% annually. There are 310 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | IOLZX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | IOLZX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IOLZX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | IOLZX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | IOLZX vs TILIX |
Best Risk-Adjusted Alternatives to IOLZX
IOLZX has a PortfoliosLab risk / return rank of 76. There are 21 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | IOLZX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | IOLZX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | IOLZX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | IOLZX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | IOLZX vs FOCKX |
Top Performing IOLZX Alternatives (YTD)
IOLZX is at 28.44% YTD. There is 1 mutual fund in the Large Cap Growth Equities category with a higher YTD return, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | IOLZX vs ONERX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | IOLZX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | IOLZX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | IOLZX vs FUMIX | |
| Rydex S&P 500 Pure Growth Fund | 26.94% | — | Feb 2004 | IOLZX vs RYGRX |
Lowest Volatility Alternatives to IOLZX
IOLZX has 19.93% 1-year volatility. There are 346 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | IOLZX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | IOLZX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | IOLZX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | IOLZX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | IOLZX vs GQEPX |
Lowest Drawdown Alternatives to IOLZX
IOLZX has a 1-year max drawdown of -14.35%. There are 191 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | IOLZX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | IOLZX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | IOLZX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | IOLZX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | IOLZX vs DNVYX |
Other Mutual Funds from ICON Funds
The 5 most viewed ICON Funds mutual funds shown here include ICTEX, IOEZX, ICFSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Health and Information Technology Fund | Technology Equities | 87 | 31.30% | — | Feb 1997 | IOLZX vs ICTEX | |
| ICON Equity Income Fund | Diversified Portfolio | 86 | 18.26% | — | May 2004 | IOLZX vs IOEZX | |
| ICON Consumer Select Fund | Financials Equities | 10 | 2.49% | — | Jul 1997 | IOLZX vs ICFSX | |
| ICON FlexibleBondFund | Multisector Bonds | 82 | 1.89% | — | May 2004 | IOLZX vs IOBZX | |
| ICON Natural Resources and Infrastructure Fund | Energy Equities | 67 | 18.09% | — | May 1997 | IOLZX vs ICBMX |
Often Compared With IOLZX
Investors most often compare IOLZX with V, STCE, VYM. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare IOLZX with Any Fund or Stock
Compare IOLZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IOLZX with funds that move differently
ICON Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IOLZX.
Explore IOLZX Diversifiers