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Icon Flexible Bond Fund Institutional: (MF: IOBZX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:28 PM ET

$8.29 USD

0.00 (NA)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for IOBZX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund was incepted in October 2002 and is managed by ICON Advisers, Inc. The fund seeks maximum total return. The fund invests at least 80% of its net assets in a broad range of U.S. dollar-denominated bonds and other debt securities. The fund invests in investment-grade securities, although it may invest up to 25% of its assets in lower-rated securities. Dividends (if any) are distributed monthly. Capital gains (if any) are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
ICON Flexible Bond Institutional IOBZX NA NA 0.00 0.00 0.60 0.77

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
ICON Bond Z IOBZX 8.29 1/29/2004 6.67 1.90 6.38 3.68
ICON Bond A IOBAX 8.17 9/30/2010 6.60 1.76 6.17 3.47

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
ICON Flexible Bond Institutional IOBZX 500000 2500 500000 M

Contact Information

Family ICON Funds
Address 5299 DTC Blvd, 12th Fl
Greenwood Village, CO 80111
Phone 800 828-4881