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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1061 | 1289 | 1438 | 2129 | 3479 |
Fund Return | 4.57% | 6.1% | 28.86% | 12.88% | 16.32% | 13.28% |
Place in category | 147 | 669 | 142 | 159 | 62 | 212 |
% in Category | 10 | 48 | 10 | 11 | 6 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.87B | 1.40 | 11.47 | 15.62 | ||
Ivy Science & Technology A | 3.86B | 5.43 | 13.33 | 14.77 | ||
Ivy Large Cap Growth A | 3.35B | 1.38 | 11.18 | 15.29 | ||
Ivy Core Equity A | 2.92B | 4.52 | 12.60 | 13.00 | ||
Ivy Mid Cap Growth I | 2.7B | 4.60 | 1.55 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.18 | 416.13 | +0.33% | |
NVIDIA | US67066G1040 | 5.40 | 140.11 | +0.63% | |
Apple | US0378331005 | 5.03 | 245.83 | +0.39% | |
Alphabet A | US02079K3059 | 4.89 | 184.56 | -0.38% | |
Amazon.com | US0231351067 | 4.40 | 222.88 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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