IOLZX Mutual Fund

IOLZX Mutual Fund (ICON Equity Fund Institutional Class) is managed by ICON Funds with $36.5M in net assets. IOLZX expense ratio is 1.19%, holding 35 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2004-05-06.

IOLZX performance shows a YTD return of 25.78%. The 1-year return is 30.48% and the 5-year return is 7.46%. IOLZX dividend yield stands at 8.50%, paid annually.

IOLZX top holdings include Seagate Technolo (9.0%), Kaiser Aluminum Corp Common Stock Usd 0.01 (5.4%), Extreme Networks, Inc. (4.4%), Dl Co., Ltd. (4.3%), Jpmorgan Chase (3.9%). Go to all IOLZX holdings, IOLZX sectors, or IOLZX dividends.

IOLZX can be compared against other funds. Use IOLZX overlap to find shared positions, or IOLZX vs another fund for a side-by-side view. IOLZX alternatives are available via the screener, along with tax-loss harvesting opportunities.