Ivy Energy Fund

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

Fund Fees

Updated 03.31.2014

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 03.31.2014

Maximum Fees %
Administrative 0.01
Management 0.85
Redemption

Updated 03.31.2014

Actual Fees %
12b-1 1.0
Management 0.85
Net Expense Ratio: Annual Report 2.16
Net Expense Ratio: Prospectus 2.26

Updated 07.03.2014

Total Cost Projections
3-Year $706.00
5-Year $1,210.00
10-Year $2,595.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $750.00
Additional
Initial IRA
Additional IRA
Initial AIP $150.00
Additional AIP $50.00

See Also:

Top Ivy Funds Funds