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ICON Flexible Bond Institutional IOBZX

Quantitative rating as of
  • NAV / 1-Day Return 8.60  /  0.12 %
  • Total Assets 166.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.22%
  • Effective Duration 2.37 years

Morningstar’s Analysis IOBZX

Will IOBZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in ICON Flexible Bond Institutional's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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