ICON Information TechnologyICTEX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

ICON Information Technology has grown more concentrated and volatile.

Inconsistency continues to plague this fund. The past two calendar years have been strong here. It finished 2006 in its category's top half, and the following year's 18.3% gain placed Read more

Kudos

Quantitative model leads the fund toward more attractively valued stocks than other tech funds. Read more

Risks

The fund's models lead it to smaller companies, where it faces some liquidity risk.

The fund suffers when industry leadership is hard to determine or doesn't last very long.

Has lagged peers in tech-stock rallies. Read more

Strategy

This all-cap fund uses a quantitative approach to rotate among industries in the technology sector. In particular, management looks for industries that appear undervalued but have displayed relative Read more

Management

Robert Straus, a former trader for ICON, is the lead manager. He has overseen the day-to-day implementation of this fund's models since 2001. And in January 2005, he was named chief investment officer of Icon Advisers Inc. In January 2007, Todd Burchett Read more

Inside Scoop

This fund uses a quantitative model to rotate among 15 industries in the tech sector. This approach has had mixed results in this fund's lifetime. Read more

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