| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
3
1
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.82 percent over the past year, 4.64 percent over the past three years, and -3.25 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 5.8% |
| 3 Years (Annualized) | 4.6% |
| 5 Years (Annualized) | -3.3% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Ivy Energy Fund has an expense ratio of 2.41 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
