ICON Equity Fund (IOLZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IOLZX
IOLZX charges 1.04% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among IOLZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | IOLZX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | IOLZX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | IOLZX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | IOLZX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | IOLZX vs TILIX |
Best Risk-Adjusted Alternatives to IOLZX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | IOLZX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | IOLZX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | IOLZX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | IOLZX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | IOLZX vs VTMGX |
Top Performing IOLZX Alternatives (YTD)
IOLZX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | IOLZX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | IOLZX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | IOLZX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | IOLZX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | IOLZX vs AMRGX |
Lowest Volatility Alternatives to IOLZX
IOLZX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | IOLZX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | IOLZX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | IOLZX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | IOLZX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | IOLZX vs PROVX |
Lowest Drawdown Alternatives to IOLZX
IOLZX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | IOLZX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | IOLZX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | IOLZX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | IOLZX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | IOLZX vs BBLIX |
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 | IOLZX vs ICTEX | |
| ICON FlexibleBondFund | Multisector Bonds | 65 | -0.93% | May 5, 2004 | IOLZX vs IOBZX | |
| ICON Consumer Select Fund | Financials Equities | 6 | -9.09% | Jul 1, 1997 | IOLZX vs ICFSX | |
| ICON Natural Resources and Infrastructure Fund | Energy Equities | 83 | 12.94% | May 4, 1997 | IOLZX vs ICBMX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 8.64% | May 9, 2004 | IOLZX vs IOEZX |
Often Compared With IOLZX
What investors most often compare with IOLZX, 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.