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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1220 | 1073 | 1307 | 1307 | 2149 | 3122 |
Fund Return | 21.96% | 7.3% | 30.71% | 9.34% | 16.53% | 12.06% |
Place in category | 80 | 485 | 73 | 302 | 121 | 336 |
% in Category | 6 | 36 | 5 | 22 | 10 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.6B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.8B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.34B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3.04B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.91B | 21.74 | 9.09 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.41 | 431.34 | -0.18% | |
Alphabet A | US02079K3059 | 4.95 | 162.71 | +0.76% | |
NVIDIA | US67066G1040 | 4.89 | 124.04 | +0.43% | |
Apple | US0378331005 | 4.64 | 227.52 | +0.51% | |
Amazon.com | US0231351067 | 3.62 | 191.16 | -0.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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