IEYCX Rating, Research - Ivy Energy C

Ivy Energy C (ieycx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 24

Threats + Weaknesses = 17

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ieycx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy Energy C (IEYCX) Description: IEYCX is a mutual fund, which is an investment that owns a basket of assets. The IEYCX mutual fund was provided by Ivy and this investment vehicle derives the majority of its value from equity holdings (stocks). Ivys mutual fund has a medium management tenure and is in the small fund size classification. IEYCXs minimum initial investment amount is $500 while the IRA minimum is $0. IEYCXs expense ratio is roughly 2%. The latest IEYCXs front end load was 0% and the back end load was 1%. The Ivy Energy C (IEYCX) mutual fund falls under the equity energy category. IEYCX focuses its investments in USA and IEYCX is focused on the energy industry or fund sector. The Ivy Energy C (IEYCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IEYCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IEYCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle 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.

Management Analysis Update

Performance Analysis Update