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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 984 | 1139 | 1140 | 1472 | 1736 |
Fund Return | 13.93% | -1.57% | 13.93% | 4.46% | 8.04% | 5.67% |
Place in category | 18 | 48 | 18 | 33 | 14 | 52 |
% in Category | 7 | 19 | 7 | 10 | 3 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.79B | 1.40 | 11.47 | 15.62 | ||
Ivy Science & Technology A | 3.71B | 5.43 | 13.33 | 14.77 | ||
Ivy Large Cap Growth A | 3.36B | 1.38 | 11.18 | 15.29 | ||
Ivy Core Equity A | 2.83B | 4.52 | 12.60 | 13.00 | ||
Ivy Mid Cap Growth I | 2.65B | 4.60 | 1.55 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.04B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 35.37B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.36B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 14.34B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.78B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.71 | 415.82 | +0.61% | |
NVIDIA | US67066G1040 | 3.07 | 128.68 | +3.08% | |
Amazon.com | US0231351067 | 2.49 | 238.83 | +1.13% | |
Apple | US0378331005 | 2.21 | 233.22 | +0.32% | |
Alphabet A | US02079K3059 | 2.05 | 191.60 | +0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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