3 / 5 Stars
2 4 1 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 49 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 18.26 percent over the past year, 1.87 percent over the past three years, and 16.61 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||5.6%|
|3 Years (Annualized)||1.9%|
|5 Years (Annualized)||16.6%|
|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 High compared to funds in the same category.
Ivy Energy Fund has an expense ratio of 2.49 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.