About ICBMX
The ICON Natural Resources and Infrastructure Fund Institutional is a mutual fund focused on long-term capital appreciation through targeted investments in companies operating within natural resources and infrastructure sectors. The fund employs a quantitative investment methodology to construct its portfolio, typically allocating at least 80% of its assets—including any investment-related borrowings—into equity securities of businesses engaged in industries such as energy, industrials, and consumer cyclicals. The fund’s holdings frequently include companies involved in the extraction, processing, distribution, and infrastructure supporting commodities and utilities essential to global economies.
By concentrating on these sectors, the fund seeks to capture opportunities arising from global commodity demand, economic development, and infrastructure modernization. Its portfolio is notably weighted toward small- and mid-cap stocks, which can present both growth potential and increased volatility. The fund’s structure is designed to give institutional investors exposure to the dynamic, often cyclical, natural resources market, while its quantitative selection process aims to systematically identify companies exhibiting favorable characteristics in this space. This thematic focus makes the fund a specialized tool for gaining broad access to key industries that underpin the world’s industrial and economic landscape.
Fund Family ICON Funds
Category Natural Resources
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ICBMX
Share Class Institutional Class
Index S&P Composite 1500 TR
ICBMX had a total return of 30.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 27.77%.
