Invest in ICON Mutual Funds

ICON Advisers, Inc., offers a family of mutual funds managed according to ICON's specific quantitative and value-based system of investment selection. Although the company manages the funds using the same investment philosophy, each fund targets a different market sector.

Understand the ICON Investment Approach

ICON uses a proprietary methodology for making stock selections that relies almost exclusively on quantitative analysis. The company downplays the subjective factors that go into stock-picking and touts an approach it describes as more disciplined.

Understand that the investment strategy of the ICON family of mutual funds is to look for underpriced stocks. ICON looks for industries in each of nine identified market sectors that the company believes have strength and leadership potential.

Research ICON Mutual Funds

Visit the ICON Advisers Web site to read information about the investment team behind ICON's mutual funds (see the Resources section below). Although ICON relies almost exclusively on a companywide approach to investing, you should become familiar with the qualifications of the company's management team.

Find helpful summary information on the various funds in the family on the ICON Advisers Web site. The Web site provides information on the sectors the funds invest in as well as a chart that compares certain aspects of the various funds.

Get a prospectus. Once you've digested some background information on ICON mutual funds, read the company's prospectus to get detailed information on each fund. You can view a prospectus on the ICON Advisers Web site.

Invest in ICON Mutual Funds

Choose the ICON fund or funds you want to invest in.

Open an account through a financial adviser or firm. This is the only way to open an ICON Allocation Portfolio or Separate Account Portfolio.

Print and fill out one of the account applications available on the ICON Web site, then mail it to ICON. Call (800) 764-0442 during business hours (Central time) if you have any questions about the application or about opening an account.