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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 992 | 1132 | 1241 | 1627 | 1981 |
Fund Return | 2.33% | -0.78% | 13.2% | 7.45% | 10.22% | 7.07% |
Place in category | 404 | 470 | 99 | 80 | 68 | 167 |
% in Category | 50 | 63 | 14 | 14 | 14 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.34B | -1.35 | 12.47 | 14.63 | ||
Ivy Science & Technology A | 3.27B | 1.37 | 13.26 | 13.46 | ||
Ivy Large Cap Growth A | 3B | -1.38 | 12.16 | 14.30 | ||
Ivy Core Equity A | 2.62B | 2.23 | 12.84 | 11.95 | ||
Ivy Mid Cap Growth I | 2.16B | -1.19 | 0.25 | 9.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 4.87 | 98.73 | +0.58% | |
Microsoft | US5949181045 | 3.76 | 378.80 | -3.02% | |
Vanguard S&P 500 | US9229083632 | 3.03 | 510.80 | -2.00% | |
NVIDIA | US67066G1040 | 2.68 | 109.67 | -1.58% | |
Amazon.com | US0231351067 | 2.64 | 192.72 | -4.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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