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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1141 | 1047 | 1211 | 1155 | 1577 | 1662 |
Fund Return | 14.08% | 4.69% | 21.09% | 4.93% | 9.54% | 5.21% |
Place in category | 26 | 217 | 16 | 73 | 24 | 72 |
% in Category | 7 | 48 | 4 | 20 | 7 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.55B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.79B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.31B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.89B | 21.74 | 9.09 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 64.27B | 12.12 | 5.41 | 5.62 | ||
First Eagle Global I | 37.57B | 15.62 | 7.30 | 7.27 | ||
American Funds Capital Income Bld | 17.68B | 12.37 | 5.76 | 5.95 | ||
American Funds Global Balanced R6 | 15.74B | 9.59 | 2.72 | 5.24 | ||
First Eagle Global A | 15.38B | 15.44 | 7.04 | 7.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.72 | 416.04 | -0.12% | |
NVIDIA | US67066G1040 | 2.75 | 124.88 | +1.65% | |
Alphabet A | US02079K3059 | 2.42 | 167.07 | +0.73% | |
Amazon.com | US0231351067 | 2.28 | 186.51 | +2.50% | |
Apple | US0378331005 | 2.10 | 226.80 | +0.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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