ISTAX Mutual Fund (ICON Equity Fund Investor Class) is managed by ICON Funds with $16.9M in net assets. ISTAX expense ratio is 1.44%, holding 34 positions across sectors including Financials, Unknown, Industrials. Inception date: 2006-05-31.

ISTAX performance shows a YTD return of 28.30%. The 1-year return is 47.81% and the 5-year return is 13.50%. ISTAX dividend yield stands at 8.58%, paid annually.

ISTAX top holdings include Seagate Technolo (8.0%), Century Aluminum Co (6.0%), Kaiser Aluminum Corporation 144a (5.4%), Armstrong World Industrie (4.5%), Horace Mann Educators Corp (4.4%). View all ISTAX holdings, sector breakdown, or dividend history.

ISTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ISTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.