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    Ivy Energy A (IEYAX)

    14.09 Up 0.38(2.77%) Dec 19
    Prev Close:13.71
    YTD Return*:-8.65%
    Net Assets*:294.91M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB3.99-3.65
    HAL3.95-19.63
    BHI2.543.85
    CLB2.51-35.44
    EOG2.488.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:294.91M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.60%

    Performance & Risk

    YTD Return:-8.65%
    5y Avg Return:6.17%
    Rank in Category (ytd):16
    % Rank in Category (ytd):16.49%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. View More
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