+Compare
IOEZX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
49.4M

IOEZX ICON Equity Income Institutional Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amgen (NASDAQ:AMGN), Lockheed Martin Corp (NYSE:LMT).

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 67.13B. The market cap for tickers in the group ranges from 1.76B to 153.47B. AMGN holds the highest valuation in this group at 153.47B. The lowest valued company is VGR at 1.76B.

Volume

The average weekly volume growth across all stocks in the ICON Equity Income Institutional MF was -65%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -59%

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: 55
Price Growth Rating: 48
SMR Rating: 44
Profit Risk Rating: 50
Seasonality Score: -47 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Aggressive Allocation
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MVRRX48.46N/A
N/A
MFS Value R2
GGOSX10.07N/A
N/A
Goldman Sachs Mid Cap Growth Svc
GQIRX41.20N/A
N/A
Goldman Sachs US Tax-Managed Eq Inv
CWCFX16.33N/A
N/A
Christopher Weil & Co Core Investment
IPFPX51.76N/A
N/A
Poplar Forest Partners Institutional

IOEZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IOEZX has been closely correlated with FMSHX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if IOEZX jumps, then FMSHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IOEZX
1D Price
Change %
IOEZX100%
N/A
FMSHX - IOEZX
81%
Closely correlated
N/A
MUTHX - IOEZX
81%
Closely correlated
N/A
TEMTX - IOEZX
81%
Closely correlated
N/A
TESIX - IOEZX
81%
Closely correlated
N/A
TESRX - IOEZX
81%
Closely correlated
N/A
More