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Icon Utilities And Income Fund Institutional Class (0P00002WT1)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

8.540 -0.090 -1.04%

28/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: ICON Funds

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 16.98M

Umum
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Tinjauan 0P00002WT1

Di laman ini anda akan mendapat profil terperinci Icon Utilities And Income Fund Institutional Class. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P00002WT1 antara maklumat lain.

Kategori

Utilities

Jumlah Aset

16.98M

Perbelanjaan

1.35%

Tarikh Permulaan

Jul. 09, 1997

Maklumat Untuk Dihubungi

Alamat 5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States

Telefon +1 303 7901600

Web www.iconfunds.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Brian Callahan	Member	2019	now
Biografi	Brian Callahan is ICON’s Investment Committee member for separately managed accounts (SMAs) and institutional accounts. He first joined ICON in 2000 as a Research Analyst while attending Colorado State University. In 2007, he received a master’s in business administration from The Ohio State University and returned as a Research Analyst. In 2008, he became an Investment Committee member and Portfolio Manager.From 2008 until January 2011 he managed ICON’s separately managed accounts. From 2011 to 2014 Mr. Callahan was ICON’s Director of Marketing. From 2014 to 2018 Mr. Callahan managed ICON’s strategy based portfolios and tactical allocation portfolios .He was previously employed as a treasury administrator at Citi Fund Services . He holds a FINRA Series 7 registration.
Scott Callahan	Assistant Portfolio Manager	2019	now
Biografi	Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado.
Craig T. Callahan	President, Chairman	2019	now
Biografi	Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations.
Derek N. Rollingson	Vice President	2014	2019
Biografi	Derek Rollingson joined ICON in 2000 as a junior member of the Investment Committee and subsequently became a senior member. In 2003, he was promoted to Portfolio Manager. Mr. Rollingson is a Senior Vice President of Investment Management. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. He holds a bachelor’s degree in Business Management Finance and Minor in Statistics from Brigham Young University and has an MSF from the University of Denver. He holds the FINRA Series 7, 63 and 66 registrations.
Robert Straus	Portfolio Manager, Member	2011	2014
Biografi	Straus is a portfolio manager and a member of ICON's Investment Committee. Previously, he was employed by ICON as its Head Trader from 1996 to 1999 and rejoined ICON in 2001 as an assistant portfolio manager. In 2002, he was appointed portfolio manager. Prior to ICON, he was a senior equity trader with Charles Schwab & Co., Inc. in 2000 and a partner with Integral Asset Management, LLC from 1999 to 2000.
Todd Burchett	Portfolio Manager	2006	2011
Biografi	Burchett is a portfolio manager and member ICON's Investment Committee. He joined ICON in 2005 as a research analyst and was named portfolio manager in 2006. Prior to joining ICON, Burchett was employed by the Ohio State University as a research and training assistant from 2004 to 2005. From June 2004 to September 2004 he was a Finance Intern with The Micro Entrepreneurial Network of NGOs. Burchett is a Chartered Financial Analyst Level III candidate.
Zach Jonson	Director	2007	2008
Biografi	Zach Jonson, CFA, joined ICON in 2003 as a Reconciliation and Performance Specialist. He became a Research Analyst in 2006 and was promoted to a junior member and subsequently, a member of the Investment Committee as a Portfolio Manager in 2007. In 2012, Mr. Jonson was appointed Director of Fund Management. Mr. Jonson received a bachelor of arts degree in economics from the University of Colorado and an MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations.
Robert Straus	Portfolio Manager, Member	2001	2006
Biografi	Straus is a portfolio manager and a member of ICON's Investment Committee. Previously, he was employed by ICON as its Head Trader from 1996 to 1999 and rejoined ICON in 2001 as an assistant portfolio manager. In 2002, he was appointed portfolio manager. Prior to ICON, he was a senior equity trader with Charles Schwab & Co., Inc. in 2000 and a partner with Integral Asset Management, LLC from 1999 to 2000.
Craig T. Callahan	President, Chairman	1997	2003
Biografi	Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	ICON Utilities Fu.	8.540	-0.090	-1.04%