ICON Energy Fund
ICON FUNDS
Expense ratio
Net assets1
$56.55M
Holdings1
19
Category
US Equity
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Top holdings

As of June 30, 2020 · N-PORT
SecurityTickerValue% of fund
EXXON MOBIL CORP $9.18M 16.24%
CHEVRON CORP $8.98M 15.88%
PHILLIPS 66 $3.97M 7.02%
WILLIAMS COS INC $3.81M 6.73%
Teekay LNG Partners LP TGP $3.10M 5.49%
ULTRAPAR PARTICIPACOES SA UGP $2.67M 4.72%
GRACE W R and CO $2.60M 4.60%
VALERO ENERGY CORP $2.58M 4.57%
CHART INDUSTRIES INC $2.57M 4.55%
PIONEER NATURAL RESOURCES CO $2.55M 4.51%
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Allocation by sector

As of June 30, 2020 · N-PORT
View portfolio breakdown →

Portfolio moves

Mar 31, 2020 → Jun 30, 2020
Opened
4
Exited
8
Increased
2
Decreased
2
Unchanged
11

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of June 30, 2020, from the fund's N-PORT filing.

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