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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1013 | 1268 | 1151 | 1531 | 1707 |
Fund Return | 13.99% | 1.3% | 26.81% | 4.8% | 8.9% | 5.5% |
Place in category | 14 | 141 | 23 | 60 | 15 | 56 |
% in Category | 5 | 36 | 7 | 17 | 4 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.7B | 19.73 | 7.84 | 15.24 | ||
Ivy Science & Technology A | 3.82B | 26.75 | 7.05 | 13.57 | ||
Ivy Large Cap Growth A | 3.41B | 19.50 | 7.55 | 14.91 | ||
Ivy Core Equity A | 2.97B | 24.04 | 9.03 | 12.09 | ||
Ivy Mid Cap Growth I | 2.93B | 3.10 | -5.04 | 10.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.1B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 37.28B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.72B | 11.79 | 5.49 | 5.93 | ||
American Funds Global Balanced R6 | 14.24B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 15.11B | 15.95 | 7.12 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.72 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 2.72 | 141.95 | -3.22% | |
Alphabet A | US02079K3059 | 2.27 | 164.76 | -1.71% | |
Amazon.com | US0231351067 | 2.20 | 197.12 | -0.64% | |
Apple | US0378331005 | 2.13 | 229.87 | +0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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