ICON Investment Products

ICON Investment Solutions

ICON’s Mutual Funds, Tactical Allocation Portfolios (ITAPs) & Strategy Based Investment Portfolios (SBIPs)

ICON’s domestic and international products represent an opportunity to access 11 sectors and more than 150 industries. Whatever your clients’ long-term objective, risk tolerance, time horizon, or investment amount, we offer portfolio solutions to help them pursue their financial goals.

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ICON Mutual Funds

Access 11 sectors and more than 150 industries with our suite of 17 mutual funds. From domestic sector and diversified equity funds to international and domestic fixed-income funds, our funds can accommodate a wide range of investment needs.

Fixed Income Funds | Sector Funds | Diversified Funds | International Funds

ICON Portfolio Solutions

ICON Tactical Application Portfolios (ITAPs)

We believe the primary key to successful investing is directly tied to timely industry rotation within market sectors. Through our 8 tactical allocation portfolios, available through financial professionals only, your clients can take advantage of the power of ICON’s investment system.

Domestic Portfolio | International Portfolio | Global Portfolio

Strategy Based Investment Portfolios (SBIPs)

Our 3 Strategy Based Investing Portfolios are offered as a complement to ICON’s Tactical Allocation Portfolios. The SBIPs typically allocate a combination of strategic equity, strategic fixed income, and tactical overlay investments.

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Account Paperwork, Regulatory Documents and Client Materials

Easily manage your growing investment practice. Find paperwork, regulatory documents and client materials here in one location.

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There are risks involved with mutual fund investing, including the risk of loss of principal. There is no assurance that the investment process will consistently lead to successful results.

As an investment professional, you are responsible for knowing your clients’ needs, goals, and tolerance for risk.

Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON Distributors^SM, distributor.

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

ICON Advisers, Inc. is the sub-adviser to the ICON Funds. RFS Partners, a member of FINRA and affiliated with Shelton Capital Management, is the distributor of the ICON Funds.

ICON Investment Products

ICON Investment Solutions

ICON Mutual Funds

ICON Portfolio Solutions

ICON Tactical Application Portfolios (ITAPs)

Strategy Based Investment Portfolios (SBIPs)

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