Icon Equity Income FundIEQAX

MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$43.3M
Expense ratio
1.48%
1-year return
+20.8%
3 years, a year
+11.9%
5 years, a year
+5.1%
Holdings
29

What it aims to do.

Seeks modest capital appreciation and income.

Top 10 holdings.

Holding% of fund
CC The Chemours Company LLC6.01%
NFG National Fuel Gas Company5.76%
ING ING Groep N.V.5.62%
EVRG Evergy Inc5.47%
LMT Lockheed Martin Corporation5.44%
DTE DTE Energy Co.5.44%
KEY KeyCorp4.98%
POR Portland General Electric Company4.89%
WU The Western Union Company4.45%
AES AES Corp.4.44%

More on IEQAX.

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