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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1010 | 1065 | 1218 | 1853 | 1726 |
Fund Return | 1.03% | 1.03% | 6.46% | 6.79% | 13.13% | 5.61% |
Place in category | 231 | 231 | 117 | 33 | 30 | 55 |
% in Category | 62 | 62 | 35 | 10 | 9 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.23B | -6.78 | 8.85 | 14.14 | ||
Ivy Science & Technology A | 3.08B | -9.23 | 8.37 | 12.20 | ||
Ivy Large Cap Growth A | 2.91B | -6.82 | 8.57 | 13.82 | ||
Ivy Core Equity A | 2.52B | -3.29 | 9.72 | 11.49 | ||
Ivy Mid Cap Growth I | 2B | -8.62 | -3.00 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 60.22B | 5.10 | 6.10 | 6.00 | ||
First Eagle Global I | 37.23B | 6.99 | 8.19 | 7.72 | ||
American Funds Capital Income Bld | 17.75B | 5.18 | 6.44 | 6.33 | ||
First Eagle Global A | 14.69B | 6.92 | 7.94 | 7.44 | ||
American Funds Global Balanced R6 | 14.32B | 1.83 | 4.10 | 5.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.05 | 387.81 | -0.16% | |
Vanguard S&P 500 | US9229083632 | 2.70 | 495.48 | +1.00% | |
Apple | US0378331005 | 2.20 | 202.52 | +2.21% | |
NVIDIA | US67066G1040 | 2.08 | 110.71 | -0.20% | |
Amazon.com | US0231351067 | 2.03 | 182.12 | -1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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