3 / 5 Stars
4 4 1 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 in Equity Energy
U.S. News evaluated 29 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 35.93 percent over the past year, 9.24 percent over the past three years, and 15.60 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||19.4%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. These companies may include, but are not limited to, oil companies, oil and gas exploration companies, natural gas pipeline companies, refinery companies, energy conservation companies, coal, transporters, utilities, alternative energy companies and innovative energy technology companies.
Fees are Above Average compared to funds in the same category.
Ivy Energy Fund has an expense ratio of 1.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.