|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||David P. Ginther|
|Manager Tenure||15 Years 5 Months|
To seek to provide capital growth and appreciation. Ivy Energy Fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets 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.These companies may include, but are not limited to, oil companies, oil and gas drilling, equipment and services companies, oil and gas exploration and production companies, oil and gas storage and transportation companies, natural gas pipeline companies, refinery companies, energy conservation companies, coal, transporters, utilities, alternative energy companies and innovative energy technology companies. The Fund also may invest in companies that are not within the energy sector that are engaged in the development of products and services to enhance energy efficiency for the users of those products and services.
|Asset Type||% Of Allocation|
|Total Net Assets||72.00 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|PXD||PIONEER NATURAL RESOURCES CO||5.59%|
|MPC||MARATHON PETROLEUM CORP||4.94%|
|XOM||EXXON MOBIL CORP||4.73%|
|VLO||VALERO ENERGY CORP||3.92%|
|DVN||DEVON ENERGY CORPORATION||3.75%|
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