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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 972 | 1138 | 1423 | 2213 | 3918 |
Fund Return | -1.35% | -2.76% | 13.78% | 12.47% | 17.22% | 14.63% |
Place in category | 740 | 859 | 771 | 464 | 335 | 156 |
% in Category | 68 | 78 | 74 | 48 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.4B | 1.37 | 13.26 | 13.46 | ||
Ivy Large Cap Growth A | 3.05B | -1.38 | 12.16 | 14.30 | ||
Ivy Core Equity A | 2.67B | 2.23 | 12.84 | 11.95 | ||
Ivy Mid Cap Growth I | 2.24B | -1.19 | 0.25 | 9.69 | ||
Ivy Mid Cap Growth A | 1.65B | -1.23 | -0.02 | 9.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.02B | 1.21 | 12.52 | 13.33 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Vanguard Growth Index Adm | 88.07B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 63.21B | -0.18 | 15.79 | 17.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.49 | 388.56 | +2.58% | |
NVIDIA | US67066G1040 | 10.63 | 121.67 | +5.27% | |
Amazon.com | US0231351067 | 7.56 | 197.95 | +2.09% | |
Apple | US0378331005 | 7.37 | 213.49 | +1.82% | |
Alphabet A | US02079K3059 | 6.50 | 165.49 | +1.68% |
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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