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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1019 | 1237 | 1262 | 2046 | 4037 |
Fund Return | 4.43% | 1.94% | 23.69% | 8.08% | 15.39% | 14.98% |
Place in category | 929 | 1023 | 953 | 106 | 142 | 105 |
% in Category | 75 | 82 | 78 | 15 | 17 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.69B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 3B | 0.26 | -3.05 | 10.99 | ||
Ivy Core Equity A | 2.83B | 8.04 | 8.14 | 11.25 | ||
Ivy Large Cap Growth A | 2.53B | 4.33 | 7.78 | 14.65 | ||
Ivy Mid Cap Growth A | 1.5B | 0.19 | -3.33 | 10.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 13.78 | - | - | |
NVIDIA Corp | - | 8.04 | - | - | |
Amazon.com Inc | - | 6.64 | - | - | |
Apple Inc | - | 5.78 | - | - | |
Visa Inc Class A | - | 5.72 | - | - |
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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