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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1017 | 1258 | 1325 | 2236 | 4090 |
Fund Return | 9.53% | 1.67% | 25.75% | 9.84% | 17.46% | 15.13% |
Place in category | 841 | 725 | 940 | 157 | 226 | 107 |
% in Category | 72 | 64 | 80 | 19 | 24 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.82B | 15.72 | 6.19 | 12.86 | ||
Ivy Mid Cap Growth I | 3.24B | 2.01 | -2.03 | 11.01 | ||
Ivy Core Equity A | 2.84B | 13.50 | 9.65 | 11.51 | ||
Ivy Large Cap Growth A | 3.27B | 9.43 | 9.54 | 14.80 | ||
Ivy Mid Cap Growth A | 2.07B | 1.90 | -2.32 | 10.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.67B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.9B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.58 | 441.06 | +1.94% | |
NVIDIA | US67066G1040 | 8.15 | 125.20 | +3.55% | |
Amazon.com | US0231351067 | 6.84 | 186.89 | -0.18% | |
Alphabet A | US02079K3059 | 6.57 | 177.79 | +0.66% | |
Apple | US0378331005 | 6.08 | 213.07 | +2.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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