Ivy Energy Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.85
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 0.0
Management 0.85
Net Expense Ratio: Annual Report 1.21
Net Expense Ratio: Prospectus 1.21

Updated 03.05.2014

Total Cost Projections
3-Year $384.00
5-Year $665.00
10-Year $1,466.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP