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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 983 | 1187 | 1447 | 2255 | 3169 |
Fund Return | 2.28% | -1.72% | 18.72% | 13.11% | 17.66% | 12.23% |
Place in category | 408 | 754 | 194 | 168 | 76 | 276 |
% in Category | 29 | 54 | 15 | 13 | 8 | 36 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.51 | 378.80 | -3.02% | |
Alphabet A | US02079K3059 | 5.03 | 154.33 | -4.88% | |
NVIDIA | US67066G1040 | 4.61 | 109.67 | -1.58% | |
Amazon.com | US0231351067 | 4.55 | 192.72 | -4.29% | |
Apple | US0378331005 | 4.28 | 217.90 | -2.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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