Dynamic U.S. Opportunity Fund - Class I (ICSIX) Research

The fund's primary objective is to achieve long-term capital growth. Under typical market conditions, it predominantly allocates its assets to equity exchange-traded funds (ETFs) that provide exposure to U.S. stock markets. Its investment methodology is driven by a unique, proprietary quantitative framework. This framework informs portfolio decisions by evaluating the specific risk and reward characteristics across various segments of the domestic equity market, as categorized by the Global Industry Classification Structure (GICS). Additionally, the fund retains the flexibility to invest directly in derivative instruments, such as futures contracts and options.

Market snapshot

Symbol
ICSIX
Price
$14.74
Day change
+0.68%
Market cap
$93.2M
52-week range
13.31-16.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Balanced Fund R5 Class (AADBX)
  • ProFunds Biotechnology UltraSector Fund Service Class (BIPSX)
  • Government Street Equity (GVEQX)
  • ICON Natural Resources & Infrastructure Fund Investor (ICBAX)
  • Dynamic U.S. Opportunity Fund - Class N (ICSNX)
  • Nuance Concentrated Value Fund Institutional Class (NCVLX)
  • Rydex Electronics Inv (RYSIX)
  • SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX)

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