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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1012 | 1118 | 1249 | 1606 | 1745 |
Fund Return | 3.52% | 1.23% | 11.84% | 7.68% | 9.94% | 5.72% |
Place in category | 155 | 121 | 85 | 15 | 25 | 50 |
% in Category | 35 | 29 | 22 | 4 | 7 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.35B | -1.35 | 12.47 | 14.63 | ||
Ivy Science & Technology A | 3.24B | 1.37 | 13.26 | 13.46 | ||
Ivy Large Cap Growth A | 3B | -1.38 | 12.16 | 14.30 | ||
Ivy Core Equity A | 2.64B | 2.23 | 12.84 | 11.95 | ||
Ivy Mid Cap Growth I | 2.15B | -1.19 | 0.25 | 9.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.95B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.09B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.42B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 15.14B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.69B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.18 | 382.14 | -0.01% | |
Vanguard S&P 500 | US9229083632 | 2.77 | 518.92 | +0.60% | |
Amazon.com | US0231351067 | 2.44 | 196.01 | +2.00% | |
Apple | US0378331005 | 2.14 | 223.89 | +0.31% | |
Taiwan Semicon | TW0002330008 | 2.07 | 944.00 | +3.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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