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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1158 | 1158 | 1412 | 1240 | 2150 | 3406 |
Fund Return | 15.77% | 15.77% | 41.2% | 7.45% | 16.54% | 13.04% |
Place in category | 61 | 61 | 126 | 117 | 115 | 128 |
% in Category | 15 | 15 | 35 | 39 | 44 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 3.9B | 9.71 | 12.60 | 15.40 | ||
Ivy Science & Technology A | 3.44B | 15.70 | 7.22 | 12.77 | ||
Ivy Mid Cap Growth I | 2.84B | 7.08 | 0.91 | 11.44 | ||
Ivy Core Equity A | 2.69B | 12.71 | 11.70 | 11.69 | ||
Ivy Large Cap Growth A | 2.39B | 9.66 | 12.29 | 15.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Semiconductors | 16.76B | 27.13 | 28.58 | 27.14 | ||
Fidelity Select Software & IT Svcs | 11.01B | 3.79 | 9.40 | 17.49 | ||
Fidelity Select Technology | 13.8B | 13.33 | 10.89 | 19.92 | ||
Vanguard Information Technology Idx | 11.6B | 8.60 | 14.45 | 20.40 | ||
Columbia Seligman Comms & Info A | 7.16B | 8.59 | 10.15 | 19.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.92 | 439.10 | +2.08% | |
Microsoft | US5949181045 | 8.75 | 395.12 | +1.49% | |
NVIDIA | US67066G1040 | 8.34 | 830.03 | -3.93% | |
Seagate | IE00BKVD2N49 | 5.28 | 85.81 | -0.12% | |
Amazon.com | US0231351067 | 5.14 | 178.86 | +2.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Neutral |
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