
Dynamic U.S. Opportunity Fund - Class I (ICSIX)
ICSIX Price Chart
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ICSIX Fund Profile
Key details and information about Dynamic U.S. Opportunity Fund - Class I (ICSIX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
30 Dec 2011
Country
US
Description
The fund's primary objective is to achieve long-term capital growth. Under typical market conditions, it predominantly allocates its assets to equity exchange-traded funds (ETFs) that provide exposure to U.S. stock markets. Its investment methodology is driven by a unique, proprietary quantitative framework. This framework informs portfolio decisions by evaluating the specific risk and reward characteristics across various segments of the domestic equity market, as categorized by the Global Industry Classification Structure (GICS). Additionally, the fund retains the flexibility to invest directly in derivative instruments, such as futures contracts and options.
ICSIX Fund Performance
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