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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1310 | 1076 | 1369 | 1399 | 2152 | 3225 |
Fund Return | 30.96% | 7.58% | 36.86% | 11.83% | 16.57% | 12.42% |
Place in category | 103 | 377 | 112 | 251 | 94 | 352 |
% in Category | 9 | 32 | 9 | 18 | 8 | 45 |
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 Mid Cap Growth I | 2.99B | 10.50 | -1.60 | 11.04 | ||
Ivy Mid Cap Growth A | 2.05B | 10.26 | -1.87 | 10.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.96 | 430.53 | -1.73% | |
NVIDIA | US67066G1040 | 5.37 | 137.01 | -2.09% | |
Apple | US0378331005 | 4.56 | 255.59 | -1.32% | |
Alphabet A | US02079K3059 | 4.45 | 192.76 | -1.45% | |
Amazon.com | US0231351067 | 3.48 | 223.75 | -1.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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