Dynamic U.S. Opportunity Fund - Class I (ICSIX)
Dynamic U.S. Opportunity Fund - Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $15.10, up 0.13% on the session, giving a market capitalisation of $93.4M. Its beta of 1.07 implies it has historically moved more than the broad market.
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.
Dynamic U.S. Opportunity Fund - Class I is most often compared with the following Financial Services names: