ICON Natural Resources and Infrastructure Fund
Shareclass
ICON Natural Resources and Infras Instl (ICBMX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 630 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
ICON Natural Resources and Infrastructure Fund ICBMX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Chemours Co2.61% of assets$3.24M invested
- 2. 3M Co3.43% of assets$4.26M invested
- 3. Compass Minerals International Inc4.3% of assets$5.34M invested
- 4. W.W. Grainger Inc1.27% of assets$1.58M invested
- 5. Alaska Air Group Inc4.95% of assets$6.15M invested
- 6. National Fuel Gas Co2.93% of assets$3.64M invested
- 7. Tetra Tech Inc3.69% of assets$4.58M invested
- 8. Louisiana-Pacific Corp1.64% of assets$2.04M invested
- 9. New Jersey Resources Corp3.15% of assets$3.92M invested
- 10. ONE Gas Inc2.12% of assets$2.63M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Openlane Inc2.23% of assets$2.78M invested
- 2. Valmont Industries Inc1.42% of assets$1.76M invested
- 3. Carpenter Technology Corp2.39% of assets$2.97M invested
- 4. Chart Industries Inc1.84% of assets$2.29M invested
- 5. Applied Industrial Technologies Inc0.94% of assets$1.17M invested
- 6. Southwest Gas Holdings Inc2.33% of assets$2.9M invested
- 7. Ingevity Corp0.69% of assets$855,750 invested
- 8. Masco Corp1.99% of assets$2.47M invested
- 9. EMCOR Group Inc4.27% of assets$5.31M invested
- 10. Eastman Chemical Co1.98% of assets$2.47M invested
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Financial performance
Performance data provided by
Find more financial data on ICBMX at Morningstar.com
Find more financial data on ICBMX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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