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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1157 | 1157 | 1409 | 1233 | 2128 | 3327 |
Fund Return | 15.7% | 15.7% | 40.88% | 7.22% | 16.3% | 12.77% |
Place in category | 63 | 63 | 129 | 125 | 119 | 130 |
% in Category | 16 | 16 | 36 | 42 | 47 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 3.83B | 9.71 | 12.60 | 15.40 | ||
Ivy Mid Cap Growth I | 3.05B | 7.08 | 0.91 | 11.44 | ||
Ivy Core Equity A | 2.85B | 12.71 | 11.70 | 11.69 | ||
Ivy Large Cap Growth A | 2.53B | 9.66 | 12.29 | 15.07 | ||
Ivy Mid Cap Growth A | 1.55B | 7.03 | 0.61 | 11.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Semiconductors | 17.07B | 27.13 | 28.58 | 27.14 | ||
Fidelity Select Software & IT Svcs | 12.07B | 3.79 | 9.40 | 17.49 | ||
Fidelity Select Technology | 11.99B | 13.33 | 10.89 | 19.92 | ||
Vanguard Information Technology Idx | 11.6B | 8.60 | 14.44 | 20.40 | ||
Columbia Seligman Comms & Info A | 7.1B | 8.59 | 10.15 | 19.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.92 | 452.05 | +2.35% | |
Microsoft | US5949181045 | 8.75 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 8.34 | 887.83 | +3.46% | |
Seagate | IE00BKVD2N49 | 5.28 | 87.50 | +1.40% | |
Amazon.com | US0231351067 | 5.14 | 186.24 | +0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Neutral | Neutral | Neutral |
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