Ivy Energy Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 4.93 4.93
Stocks 79.18 79.18
Bonds 1.79 1.79
Other 0.02 0.02
Foreign Bonds 0.0 0.0
Foreign Stocks 14.09 14.09
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Schlumberger NV SLB 1.72 4.05
Core Laboratories N.V. CLB -2.73 4.02
National Oilwell Varco, Inc. NOV -3.16 3.77
Halliburton Company HAL 11.39 3.33
Cabot Oil & Gas Corporation Class A COG -10.32 3.04
Fluor Corporation FLR -3.94 2.75
EOG Resources EOG 12.89 2.49
Occidental Petroleum Corporation OXY 1.0 2.47
Southwestern Energy Company SWN 3.51 2.41
Dril-Quip, Inc. DRQ -2.7 2.27