Ivy Global Natural Resources Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.14 9.25 -0.11
Stocks 80.75 0.0 80.75
Bonds 0.0 0.0 0.0
Other 0.27 0.08 0.18
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 19.17 0.0 19.17
Convertible 0.0 0.0 0.0
Preferred 0.0 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
Halliburton Co HAL 40.2 6.62
Schlumberger NV SLB 31.67 5.77
Dow Chemical Co DOW 17.75 3.52
Baker Hughes Inc BHI 35.41 3.14
Rio Tinto PLC RTPPF 0.07 3.03
Suncor Energy Inc SU 23.16 2.69
Weatherford International Ltd WFT 47.13 2.67
BHP Billiton PLC BHPBF 12.42 2.63
EOG Resources Inc EOG 39.14 2.45
Noble Energy Inc NBL 12.55 2.44

See Also:

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