ISTAX Mutual Fund

ISTAX Mutual Fund (ICON Equity Fund Investor Class) is managed by ICON Funds with $16.1M in net assets. ISTAX expense ratio is 1.44%, holding 34 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2006-05-31.

ISTAX performance shows a YTD return of 28.34%. The 1-year return is 39.84% and the 5-year return is 8.17%. ISTAX dividend yield stands at 8.90%, paid annually.

ISTAX top holdings include Seagate Technolo (9.0%), Kaiser Aluminum Corp Common Stock Usd 0.01 (5.4%), Extreme Networks, Inc. (4.4%), Dl Co., Ltd. (4.3%), Jpmorgan Chase (3.9%). Go to all ISTAX holdings, ISTAX sectors, or ISTAX dividends.

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