Ivy Energy Fund

Scorecard
3 / 5 Stars
Lipper
2 3 1 2 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.74 1.74
Stocks 82.41 82.41
Bonds 2.04 2.04
Other 0.01 0.01
Foreign Bonds 0.0 0.0
Foreign Stocks 13.8 13.8
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Schlumberger NV SLB 31.67 4.54
Halliburton Co HAL 40.2 4.28
Core Laboratories NV CLB -12.18 3.97
Baker Hughes Inc BHI 35.41 3.01
EOG Resources Inc EOG 39.14 2.77
Southwestern Energy Co SWN 14.39 2.68
Fluor Corp FLR -2.08 2.53
Cabot Oil & Gas Corp Class A COG -11.3 2.53
Cimarex Energy Co XEC 36.66 2.38
Occidental Petroleum Corp OXY 9.61 2.35

See Also:

Top Ivy Funds Funds