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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1048 | 1246 | 1197 | 1580 | 2055 |
Fund Return | 19.31% | 4.79% | 24.63% | 6.17% | 9.58% | 7.47% |
Place in category | 45 | 86 | 45 | 120 | 75 | 146 |
% in Category | 8 | 16 | 8 | 21 | 15 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.86B | 26.05 | 9.72 | 15.62 | ||
Ivy Science & Technology A | 3.83B | 32.20 | 8.96 | 13.83 | ||
Ivy Large Cap Growth A | 3.43B | 25.77 | 9.42 | 15.29 | ||
Ivy Core Equity A | 3B | 30.96 | 11.83 | 12.42 | ||
Ivy Mid Cap Growth I | 2.99B | 10.50 | -1.60 | 11.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.25B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 56.12B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.29 | 430.53 | -1.73% | |
NVIDIA | US67066G1040 | 3.32 | 137.01 | -2.09% | |
Apple | US0378331005 | 2.83 | 255.59 | -1.32% | |
Vanguard S&P 500 | US9229083632 | 2.77 | 547.08 | -1.04% | |
Amazon.com | US0231351067 | 2.16 | 223.75 | -1.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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