About ICTTX
ICON Health and Information Technology Fund Investor Class is a mutual fund focused on long-term capital appreciation through investments in equity securities, particularly within the health care and information technology sectors. The fund leverages a quantitative methodology to assess intrinsic value and identify companies believed to be undervalued relative to their growth prospects. Its portfolio includes a mix of large growth companies spanning industries such as software, semiconductors, biotechnology, and health care services, with nearly 54% of its assets concentrated in its top ten holdings, including names like Meta Platforms, Cisco Systems, and Taiwan Semiconductor Manufacturing Company. The fund typically maintains a focused portfolio, holding around 25 securities, and employs a tactical, rotational approach across industries and sectors. As an actively managed fund, it seeks to capture opportunities in both technology and health care, two of the most dynamic and influential sectors of the modern economy, making it a specialized vehicle for participants aiming for exposure to innovation-driven growth segments of the market.
Fund Family ICON Funds
Category Technology
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol ICTTX
Share Class Investor Class
Index S&P Composite 1500 Information Technology TR
ICTTX had a total return of 19.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 24.46%.
