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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1313 | 1019 | 1313 | 1249 | 1962 | 3657 |
Fund Return | 31.35% | 1.87% | 31.35% | 7.7% | 14.43% | 13.84% |
Place in category | 100 | 227 | 100 | 101 | 140 | 125 |
% in Category | 28 | 75 | 28 | 31 | 55 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.87B | 24.25 | 7.93 | 15.53 | ||
Ivy Large Cap Growth A | 3.41B | 23.92 | 7.63 | 15.21 | ||
Ivy Core Equity A | 2.96B | 25.80 | 8.70 | 12.05 | ||
Ivy Mid Cap Growth I | 2.74B | 2.45 | -5.00 | 10.22 | ||
Ivy Mid Cap Growth A | 1.94B | 2.22 | -5.27 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Semiconductors | 20.59B | 43.51 | 18.34 | 25.99 | ||
Vanguard Information Technology Idx | 14.66B | 29.26 | 11.55 | 20.76 | ||
Fidelity Select Technology | 11.99B | 35.28 | 10.93 | 21.07 | ||
Fidelity Select Software & IT Svcs | 10.77B | 9.47 | 5.58 | 17.31 | ||
Columbia Seligman Comms & Info A | 8.73B | 26.79 | 7.93 | 19.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.93 | 647.49 | +1.73% | |
NVIDIA | US67066G1040 | 8.58 | 142.62 | -3.12% | |
Microsoft | US5949181045 | 6.53 | 444.06 | -0.59% | |
Seagate | IE00BKVD2N49 | 5.55 | 108.19 | -0.21% | |
Zebra | US9892071054 | 5.30 | 414.61 | -1.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Neutral |
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