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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 974 | 974 | 937 | 920 | 2806 | 629 |
Fund Return | -2.59% | -2.59% | -6.29% | -2.74% | 22.92% | -4.52% |
Place in category | 62 | 62 | 100 | 113 | 9 | 85 |
% in Category | 43 | 43 | 66 | 61 | 5 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.34B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.63B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.09B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.7B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.11B | -10.09 | 0.50 | 8.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 27.48B | -4.60 | 2.51 | 6.83 | ||
American Funds SMALLCAP World A | 25.99B | -4.72 | 2.11 | 6.43 | ||
Fidelity Low-Priced Stock | 19.63B | -2.60 | 6.27 | 7.98 | ||
American Funds SMALLCAP World F2 | 8.86B | -4.64 | 2.40 | 6.71 | ||
Old Westbury Small & Mid Cap Strate | 8.44B | 0.31 | 4.05 | 5.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Waste Management | US94106L1098 | 5.01 | 236.81 | +1.50% | |
Ameren | US0236081024 | 4.60 | 96.30 | +0.94% | |
CMS Energy | US1258961002 | 4.59 | 69.65 | +0.42% | |
Cummins | US2310211063 | 4.49 | 317.23 | -1.42% | |
Xcel Energy | US98389B1008 | 4.43 | 69.73 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Sell |
Technical Indicators | BUY | BUY | Strong Sell |
Summary | Neutral | Neutral | Strong Sell |
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