Ivy Energy C
6300 Lamar Ave Overland Park KS 66202
Phone: 800-777-6472
| Category: |
Equity Energy |
| Fund Family: |
Ivy Funds |
| Net Assets: |
12.73M |
| Year-to-Date Return: |
-3.83% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
03-Apr-06 |
|
David P. Ginther
Lead Manager since
31-May-06 |
|
| Ginther is vice president of Ivy Investment Management Company and Waddell & Reed Investment Management Company, vice president of Ivy Funds, Inc., and portfolio manager for other investment companies. Ginther has been an employee of WRIMCO since 1995. He is the Certified Public Accountant designation. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks long-term capital appreciation. The fund invests normally at least 80% of net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, including exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. These companies may include, but are not limited to, oil companies, oil and gas exploration companies, natural gas pipeline companies, refinery companies, energy conservation companies, coal, transporters, utilities, alternative energy companies and innovative energy technology companies. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
48.00% |
| Average for Category:
|
105.19% |
|
| Expense |
IEYCX |
Category
Avg |
| Total Expense Ratio: |
2.50%
|
1.73% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.11% |
| Max Deferred Sales Load: |
1.00%
|
2.75% |
| 3 Yr Expense Projection*: |
$779 |
$726 |
| 5 Yr Expense Projection*: |
$1,331 |
$1,132 |
| 10 Yr Expense Projection*: |
$2,836 |
$2,244 |
|
|
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