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MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
Global equity
Net assets
$25.1M
Expense ratio
1.39%
1-year return
+2.8%
3 years, a year
+8.0%
5 years, a year
+5.2%
Holdings
23

What it aims to do.

Seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
HIG The Hartford Insurance Group Inc.6.48%
V Visa Inc6.14%
Koninklijke Ahold Delhaize NV6.13%
RNR Renaissancere Holdings Ltd.6.10%
ACGL Arch Capital Group Ltd.5.82%
AXP American Express Company5.79%
LPLA LPL Financial Holdings Inc.5.65%
CCEP Coca-Cola Europacific Partners PLC5.58%
EQH Equitable Holdings Inc5.43%
HBAN Huntington Bancshares Incorporated5.38%

More on ICFSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.