ICON Natural Resources and Infrastructure Fund
Shareclass
ICON Natural Resources and Infras Instl (ICBMX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
18/20
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 Co2.19% of assets$2.6M invested
- 2. 3M Co1.98% of assets$2.35M invested
- 3. Compass Minerals International Inc3.76% of assets$4.46M invested
- 4. Alaska Air Group Inc4.56% of assets$5.41M invested
- 5. Tetra Tech Inc2.47% of assets$2.93M invested
- 6. National Fuel Gas Co2.4% of assets$2.85M invested
- 7. Valmont Industries Inc0.96% of assets$1.14M invested
- 8. Spire Inc2.01% of assets$2.39M invested
- 9. Eastman Chemical Co2.01% of assets$2.38M invested
- 10. Sonoco Products Co3.23% of assets$3.83M 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 Inc1.95% of assets$2.31M invested
- 2. Knight-Swift Transportation Holdings Inc Class A2.6% of assets$3.09M invested
- 3. Stepan Co2.32% of assets$2.75M invested
- 4. Carpenter Technology Corp2.29% of assets$2.72M invested
- 5. Chart Industries Inc0.97% of assets$1.15M invested
- 6. Applied Industrial Technologies Inc1.44% of assets$1.71M invested
- 7. Southwest Gas Holdings Inc2.48% of assets$2.94M invested
- 8. Barrick Gold Corp4.92% of assets$5.83M invested
- 9. Ingevity Corp1.34% of assets$1.58M invested
- 10. EMCOR Group Inc2.34% of assets$2.77M 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
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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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