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 Dow Down 0.10% Nasdaq Up 0.23%
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ICON Long/Short A (ISTAX)

18.23 Up 0.06(0.33%) Apr 17
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Prev Close:18.17
YTD Return*:-1.07%
Net Assets*:36.05M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ISTAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HD4.17-3.02
CTSH3.402.34
TSCO3.20-7.39
FUN3.104.54
MHK3.04-7.74

Fund Basics

Morningstar Overall Rating:
Total Assets:36.05M
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.61%

Performance & Risk

YTD Return:-1.07%
5y Avg Return:14.78%
Rank in Category (ytd):78
% Rank in Category (ytd):23.64%
Beta (3y):1.05
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The fund normally invests in equity securities of companies of any market capitalization and traded in U.S. markets. It generally takes long positions in equity securities identified as undervalued and take short positions in equity securities identified as overvalued. Each long or short position will be determined by considering the tradeoff between the attractiveness of each position and its impact on the risk of the overall portfolio. View More
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