IEQAX Mutual Fund

IEQAX Mutual Fund (ICON Equity Income Fund Class A) is managed by ICON Funds with $11.4M in net assets. IEQAX expense ratio is 1.50%, holding 31 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2006-05-31.

IEQAX performance shows a YTD return of 20.65%. The 1-year return is 24.66% and the 5-year return is 4.02%. IEQAX dividend yield stands at 2.52%, paid quarterly.

IEQAX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (7.0%), Evergy Inc. (5.6%), Dte Energy Co. (5.5%), Inghams Group Ltd (5.2%), Horace Mann Educators Corp (4.9%). Go to all IEQAX holdings, IEQAX sectors, or IEQAX dividends.

IEQAX can be compared against other funds. Use IEQAX overlap to find shared positions, or IEQAX vs another fund for a side-by-side view. IEQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.