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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 935 | 1040 | 868 | 1758 | 1026 | 656 |
Fund Return | -6.48% | 4.03% | -13.18% | 20.69% | 0.51% | -4.13% |
Place in category | 68 | 6 | 64 | 48 | 53 | 39 |
% in Category | 84 | 10 | 87 | 76 | 81 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.37B | 9.53 | 9.84 | 15.13 | ||
Ivy Science & Technology A | 3.86B | 15.72 | 6.19 | 12.86 | ||
Ivy Mid Cap Growth I | 3.2B | 2.01 | -2.03 | 11.01 | ||
Ivy Core Equity A | 2.84B | 13.50 | 9.65 | 11.51 | ||
Ivy Large Cap Growth A | 3.31B | 9.43 | 9.54 | 14.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Energy Adm | 4.07B | 12.33 | 18.32 | 0.63 | ||
Fidelity Select Energy | 2.41B | 14.84 | 28.86 | 3.04 | ||
JNL/Mellon Capital OilGas Sector Fa | 1.97B | 12.00 | 25.46 | 2.24 | ||
Vanguard Energy Inv | 1.92B | 12.29 | 18.23 | 0.55 | ||
Vanguard Energy Index Adm | 1.83B | 12.14 | 26.31 | 3.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 4.21 | 226.45 | -0.31% | |
Waste Management | US94106L1098 | 4.09 | 212.03 | -0.19% | |
Kingspan | IE0004927939 | 4.08 | 80.83 | +1.32% | |
Weyerhaeuser | US9621661043 | 3.96 | 28.28 | -2.62% | |
Valero Energy | US91913Y1001 | 3.79 | 153.79 | +2.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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