Ivy Energy Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.85
Redemption

Updated 09.30.2013

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

Updated 03.05.2014

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 $500.00
Additional
Initial IRA
Additional IRA
Initial AIP $50.00
Additional AIP $25.00