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Analyst rating as of
NAV / 1-Day Return
6.00  /  3.81 %
Total Assets
204.8 Mil
Adj. Expense Ratio
2.220%
Expense Ratio
2.220%
Fee Level
Above Average
Longest Manager Tenure
15.11 years
Category
Equity Energy
Investment Style
Mid Value
Min. Initial Investment
750
Status
Closed
TTM Yield
0.60%
Turnover
23%
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Morningstar’s Analysis

Will IEYBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Upcoming Name Change for Ivy Energy Doesn’t Affect Ratings

Analyst Note

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On July 1, 2021, Ivy Energy will become Delaware Ivy Energy. This new name reflects the completion of the acquisition of Waddell & Reed, parent company of Ivy Investments, by Macquarie Asset Management, parent company of Delaware Management. No changes to the investment team or its approach are anticipated at this time, so the strategy retains its Morningstar Analyst Rating of Neutral.

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