ICON Healthcare Icon Funds 5299 DTC Boulevard, Suite 1200 Greenwood Village, CO 80111 Map
Phone: 800-764-0442
| Category: | Health | | Fund Family: | ICON Funds | | Net Assets: | 127.05M | | Year-to-Date Return: | 14.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Feb-97 |
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Todd Burchett
Lead Manager since
31-May-07 | | | Burchett is a portfolio manager and member ICON's Investment Committee. He joined ICON in 2005 as a research analyst and was named portfolio manager in 2006. Prior to joining ICON, Burchett was employed by the Ohio State University as a research and training assistant from 2004 to 2005. From June 2004 to September 2004 he was a Finance Intern with The Micro Entrepreneurial Network of NGOs. Burchett is a Chartered Financial Analyst Level III candidate. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the net assets in equities of companies in the Healthcare sector and traded in the U.S. It may invest in common and preferred stocks of companies of any market capitalization. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(17-Dec-07):
| 1.52 | | Annual Holdings Turnover
| 105.75% | | Average for Category:
| 134.89% |
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| Expense | ICHCX | Category Avg | | Total Expense Ratio: | %
| 1.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.88% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $719 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,105 |
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