ICON Utilities and Income Fund
Shareclass
ICON Utilities and Income Instl (ICTUX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 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: 200 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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 Utilities and Income Fund ICTUX
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. Vodafone Group PLC ADR3.81% of assets$832,020 invested
- 2. American Electric Power Co Inc5.17% of assets$1.13M invested
- 3. Black Hills Corp4.07% of assets$889,504 invested
- 4. Portland General Electric Co2.06% of assets$449,286 invested
- 5. T-Mobile US Inc5.76% of assets$1.26M invested
- 6. CMS Energy Corp3.73% of assets$813,130 invested
- 7. Consolidated Edison Inc4.54% of assets$990,453 invested
- 8. DTE Energy Co4.09% of assets$893,429 invested
- 9. Eversource Energy4.74% of assets$1.03M invested
- 10. Xcel Energy Inc5.75% of assets$1.26M 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. ALLETE Inc5.34% of assets$1.17M invested
- 2. NextEra Energy Inc5.75% of assets$1.25M invested
- 3. Atmos Energy Corp6.06% of assets$1.32M invested
- 4. Spire Inc4.97% of assets$1.09M invested
- 5. ONE Gas Inc4.35% of assets$948,725 invested
- 6. New Jersey Resources Corp4.49% of assets$979,650 invested
- 7. National Fuel Gas Co5.1% of assets$1.11M invested
- 8. Evergy Inc4.77% of assets$1.04M invested
- 9. Xcel Energy Inc5.75% of assets$1.26M invested
- 10. NiSource Inc5.05% of assets$1.1M invested
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Financial performance
Performance data provided by
Find more financial data on ICTUX at Morningstar.com
Find more financial data on ICTUX 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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