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IOEZX
Mutual Fund ticker: NASDAQ
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IOEZX price forecast, quote, news & analysis

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Notable companies

The most notable companies in this group are Amgen (NASDAQ:AMGN), Lockheed Martin Corp (NYSE:LMT), Bristol-Myers Squibb Co (NYSE:BMY), KeyCorp (NYSE:KEY).

Industry description

The investment seeks modest capital appreciation and income. The fund normally invests at least 80% 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. It may invest up to 25% of its assets in a single industry. The fund may also invest in U.S. government agencies or government sponsored enterprises and investment-grade securities, although the fund may invest up to 25% of its total assets in securities with a lower rating by both S&P and Moodys.

Market Cap

The average market capitalization across the ICON Equity Income Institutional MF is 63.49B. The market cap for tickers in the group ranges from 2.35B to 151.69B. AMGN holds the highest valuation in this group at 151.69B. The lowest valued company is VGR at 2.35B.

Volume

The average weekly volume growth across all stocks in the ICON Equity Income Institutional MF was 5%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 29
P/E Growth Rating: 44
Price Growth Rating: 55
SMR Rating: 36
Profit Risk Rating: 46
Seasonality Score: 41 (-100 ... +100)
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General Information

Category AggressiveAllocation

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