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IEQAX
Mutual Fund ticker: NASDAQ
AS OF
Jul 25 closing price
Price
$16.80
Change
+$0.02 (+0.12%)
Net Assets
42.88M

IEQAX ICON Equity Income Investor Forecast, Technical & Fundamental Analysis

The investment seeks modest capital appreciation and income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amgen (NASDAQ:AMGN), Bristol-Myers Squibb Co (NYSE:BMY), Lockheed Martin Corp (NYSE:LMT), KeyCorp (NYSE:KEY).

Industry description

The investment seeks modest capital appreciation and income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization, including convertible and preferred securities, and in securities issued by dividend-paying companies. It may invest up to 25% of its assets in a single industry. The fund may also invest in U.S. government agencies or government sponsored enterprises and investment-grade securities, although the fund may invest up to 25% of its total assets in securities with a lower rating by both S&P and Moodys.

Market Cap

The average market capitalization across the ICON Equity Income Investor MF is 61.46B. The market cap for tickers in the group ranges from 2.35B to 151.69B. AMGN holds the highest valuation in this group at 151.69B. The lowest valued company is VGR at 2.35B.

Volume

The average weekly volume growth across all stocks in the ICON Equity Income Investor MF was -10%. For the same stocks of the MF, the average monthly volume growth was 65% and the average quarterly volume growth was 56%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 43
P/E Growth Rating: 44
Price Growth Rating: 44
SMR Rating: 28
Profit Risk Rating: 42
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category AggressiveAllocation

Profile
Fundamentals
Details
Category
Aggressive Allocation
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM
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IEQAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IEQAX has been closely correlated with FGPGX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IEQAX jumps, then FGPGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IEQAX
1D Price
Change %
IEQAX100%
+0.12%
FGPGX - IEQAX
71%
Closely correlated
+0.32%
CGQGX - IEQAX
71%
Closely correlated
+0.35%
GWPDX - IEQAX
71%
Closely correlated
+0.35%
FPGGX - IEQAX
71%
Closely correlated
+0.32%
CGRGX - IEQAX
71%
Closely correlated
+0.31%
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