IOLZX ICON Equity Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Mastercard (NYSE:MA).

The investment seeks capital appreciation, with a secondary objective of capital preservation to provide long-term growth. Normally the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities traded in the U.S. ICON believes that equity markets go through themes over time, simply stated, stocks in industries that were market leaders at one time tend to become overpriced relative to intrinsic value, and stocks in industries that were not in favor tend to drop below intrinsic value.

The average market capitalization across the ICON Equity Institutional MF is 63.7B. The market cap for tickers in the group ranges from 2.75B to 446.3B. MA holds the highest valuation in this group at 446.3B. The lowest valued company is ALG at 2.75B.

The average weekly volume growth across all stocks in the ICON Equity Institutional MF was -33%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -3%