Dynamic International Opportunity Fund -Class I (ICCIX) Research

The fund primarily allocates its capital to exchange-traded funds (ETFs) that provide access to companies situated in developed, emerging, and frontier international markets. Its investment methodology is driven by a unique quantitative framework that guides portfolio choices within non-U.S. equity markets. This framework assesses the distinct risk/reward characteristics of individual international markets to select investment vehicles focusing on specific countries, regions, or broader market segments. Additionally, the fund may directly invest in derivative instruments, including futures and options contracts.

Market snapshot

Symbol
ICCIX
Price
$16.57
Day change
+1.41%
Market cap
$64.0M
52-week range
12.76-16.57
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Water Island Diversified Event-Driven Fund Class R (AEDFX)
  • Auer Growth (AUERX)
  • Cambiar SMID Investor (CAMMX)
  • Hodges Small Intrinsic Value Fund Retail Cl (HDSVX)
  • Dynamic International Opportunity Fund - Class N (ICCNX)
  • Bitwise Funds Trust (IMST)
  • Schwab Target 2010 Index Fund Institutional Shares (SWYAX)
  • Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)

Open Dynamic International Opportunity Fund -Class I (ICCIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.