ICON Equity Income Fund
Shareclass
ICON Equity Income Investor (IEQAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ICON Equity Income Fund
FUND COVERAGE
# of holdings22
% of assets80%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC ADR3.27%$1.37M
- 2. Vodafone Group PLC ADR1.63%$682,570
- 3. The Chemours Co2.81%$1.18M
- 4. Bristol-Myers Squibb Co3.14%$1.32M
- 5. Amgen Inc2.99%$1.26M
- 6. Huntington Bancshares Inc2.46%$1.03M
- 7. ING Groep NV ADR5.49%$2.31M
- 8. Portland General Electric Co3.89%$1.63M
- 9. The Western Union Co3.66%$1.54M
- 10. Lockheed Martin Corp4.85%$2.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lincoln National Corp3.85%$1.62M
- 2. Nexstar Media Group Inc4.86%$2.04M
- 3. Huntsman Corp1.55%$652,292
- 4. Trinity Industries Inc3.14%$1.32M
- 5. The AES Corp0.75%$314,611
- 6. National Fuel Gas Co5.35%$2.25M
- 7. OneMain Holdings Inc4.45%$1.87M
- 8. KeyCorp4.46%$1.87M
- 9. Lazard Inc3.13%$1.31M
- 10. Evergy Inc5.24%$2.2M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ICON Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
1
$1.54M
3.66%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$2.04M
4.85%
Borders high risk
1
$2.04M
4.85%
Total
2
$3.57M
8.51%
Holdings — 2 flagged holdings
1.
Lockheed Martin Corp
:$2.04M
4.85%
2.
The Western Union Co
$1.54M
3.66%
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 Equity Income Fund IEQAX
Environment
Social
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