Icon Utilities And Income FundICTVX

MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$23.9M
Expense ratio
1.92%
1-year return
+16.4%
3 years, a year
+10.0%
5 years, a year
+5.3%
Holdings
22

What it aims to do.

Seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AEP American Electric Power Co, Inc.6.27%
ATO Atmos Energy Corp.5.78%
VOD Vodafone Group PLC5.66%
AEE Ameren Corp.5.56%
NEE NextEra Energy Inc5.35%
ED Consolidated Edison, Inc.5.26%
DTE DTE Energy Co.5.24%
XEL Xcel Energy Inc5.12%
NFG National Fuel Gas Company5.11%
EVRG Evergy Inc5.11%

More on ICTVX.

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