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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1206 | 1023 | 1248 | 1238 | 1751 | 2462 |
Fund Return | 20.59% | 2.29% | 24.83% | 7.36% | 11.85% | 9.43% |
Place in category | 134 | 209 | 173 | 43 | 102 | 118 |
% in Category | 39 | 57 | 48 | 15 | 34 | 59 |
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 New Perspective A | 62.17B | 18.60 | 3.84 | 11.05 | ||
American Funds New Perspective R6 | 38.39B | 18.93 | 4.17 | 11.40 | ||
Old Westbury Large Cap Strategies | 25.73B | 23.85 | 5.72 | 8.13 | ||
American Funds New Perspective F2 | 19.23B | 18.82 | 4.07 | 11.28 | ||
American Funds New Economy A | 17.68B | 25.25 | 4.99 | 11.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.24 | 430.53 | -1.73% | |
NVIDIA | US67066G1040 | 4.33 | 137.01 | -2.09% | |
Alphabet A | US02079K3059 | 3.50 | 192.76 | -1.45% | |
Amazon.com | US0231351067 | 3.31 | 223.75 | -1.45% | |
Apple | US0378331005 | 3.10 | 255.59 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Sell |
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