ICON EQUITY Financials
| IOEZX Fund | USD 18.88 -0.36 -1.87% |
ICON |
Please note that past performance is not an indicator of the future performance of ICON EQUITY, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may.
ICON EQUITY Fund Summary
ICON EQUITY competes with T ROWE, WESTCORE SMALL-CAP, L Mason, FEDERATED MDT, and CHASE GROWTH. The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization, including convertible and preferred securities, and in securities issued by dividend-paying companies. Icon Equity is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US78410K8163 |
| Business Address | Shelton Greater China |
| Mutual Fund Family | ICON Funds |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 764 0442 |
| Currency | USD - US Dollar |
Breaking down ICON EQUITY's financial data reveals patterns that help separate long-term value from short-term noise. This page presents key accounts from the balance sheet, income statement, and cash flow statement to give a complete overview. Reviewing this data regularly helps investors stay ahead of changes in Icon Equity Income financial trajectory.
Key Financial Ratios
There are many critical financial ratios that ICON EQUITY's investors are exposed to on a daily basis, but they are usually grouped into a few meaningful categories from each financial statement that Icon Equity Income reports annually and quarterly.Financial Ratios Relationships
Cross-company financial ratios help determine ICON EQUITY's valuation standing. Comparative ratio analysis across ICON EQUITY's competitive landscape reveals how its fundamental profile stacks up against industry benchmarks. More Info.Icon Equity Income ranks first in price to earning among similar funds. It also ranks first in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. At 8.10 , Icon Equity Income's Price To Earning-to-Price To Book multiple reflects the spread between these metrics. Valuation multiples such as P/E, P/B, and P/S compare ICON EQUITY to peer earnings performance.Financial Metrics, Fundamentals & Methodology
ICON EQUITY can be interpreted through category peers and mandate consistency. Expense ratio and turnover can influence net-of-fee outcomes over time.
Icon Equity Income ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--85%+ Equity category is currently estimated at about 25.19 Billion. ICON EQUITY adds roughly 57.82 Million in net asset claiming only tiny portion of funds in Allocation--85%+ Equity category.
Unless otherwise specified, data for Icon Equity Income is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Income statement, balance sheet, and cash-flow values follow GAAP or IFRS conventions as reported.