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Icon Opportunities Fund (ICONX)

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ICON Opportunities Fund historical data, for real-time data please try another search
11.670 +0.270    +2.37%
10/07 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 12.95M
Type:  Fund
Market:  United States
Issuer:  ICON Funds
Asset Class:  Equity
ICON Opportunities Fund 11.670 +0.270 +2.37%

ICONX Overview

 
On this page you'll find an in-depth profile of Icon Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of ICONX among other information.
Category

Small Growth

Total Assets

12.95M

Expenses

1.46%

Inception Date

Sep 28, 2012

Investment Strategy

The investment seeks capital appreciation. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in companies with a market capitalization that are within or below the range of companies in the S&P SmallCap 600 Index. The market capitalization of the companies in the fund's portfolio and the S&P SmallCap 600 Index changes over time and the fund will not sell a security just because the company has grown to a market capitalization outside the range.

Contact Information

Address 5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Phone +1 303 7901600

Top Executives

Name Title Since Until
Craig T. Callahan President, Chairman 2012 2020
Biography Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations.
Scott Callahan Assistant Portfolio Manager 2012 2014
Biography Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado.
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