Icon Sumer Discretionary Analysis

Icon Mutual Fund Analysis Notes

The fund retains all of assets under management (AUM) in equities. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Consumer Discretionary sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is nondiversified. To learn more about Icon Sumer Discretionary call the company at 800-764-0442.

Icon Sumer Discretionary Investment Alerts

Icon Market Capitalization

The company currently falls under 'Micro-Cap' category with a current market capitalization of 25.11 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Icon Sumer's market, we take the total number of its shares issued and multiply it by Icon Sumer's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Icon Sumer Discretionary Mutual Fund Constituents

Icon Sumer Outstanding Bonds

Icon Sumer Assets Financed by Debt

Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Icon Sumer's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Icon Sumer, which in turn will lower the firm's financial flexibility.

Icon Sumer Corporate Bonds Issued

Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

If you are still planning to invest in Icon Sumer Discretionary check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Icon Sumer's history and understand the potential risks before investing.