ICON Equity Income Fund Investor (IEQAX) Research
This fund primarily invests a minimum of 80% of its net assets, including any borrowed funds for investment purposes, in equity instruments. These encompass shares from companies of all market capitalizations, alongside convertible and preferred securities, with a particular emphasis on those issued by dividend-paying firms. The portfolio has the flexibility to allocate up to 25% of its holdings within a single industry sector. Furthermore, the fund may hold securities issued by U.S. government agencies or government-sponsored enterprises, and it can invest in investment-grade debt. Notably, up to one-quarter of its total assets may be allocated to securities deemed lower-rated by both S&P and Moody's.
Market snapshot
- Symbol
- IEQAX
- Price
- $19.80
- Day change
- -0.45%
- Market cap
- $88.2M
- 52-week range
- 16.06-20.4
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Aberdeen Global High Income Fund Class A (BJBHX)
- Baird Equity Opportunity Fund - Investor Class (BSVSX)
- Eaton Vance California Municipal Income Trust (CEV)
- EIP Growth and Income Fund Investor Class (EIPFX)
- EIP Growth and Income Fund (NEW) (EIPIX)
- Hennessy Midstream Fund Investor Class (HMSFX)
- James Small Cap Fund Class A (The) (JASCX)
- New Covenant Balanced Income Fd (NCBIX)
Open ICON Equity Income Fund Investor (IEQAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.