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IOLZX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

ICON Equity Institutional (IOLZX) Ownership - Who owns ICON Equity Institutional?

Category: @Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
over 20 years
Turnover
4.00
Front Load
N/A
Net Assets
50577544.00
Manager Tenure
N/A

Fundamentals

IOLZX
Net Assets
50.6M
Fund Existence
over 20 years
Turnover
4.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
32.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
35.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
28.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
1.084
Annual Yield % from dividends
0.64
Returns for 1 year
3.54
Returns for 3 years
-28.45
Returns for 5 years
5.18
Returns for 10 years
53.56
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM