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Delaware Ivy Accumulative Fund Class A (UNACX)

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Waddell & Reed Accumulative A historical data, for real-time data please try another search

6.10 -0.03 -0.49%

07/06 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 522.25M

Type: Fund

Market: United States

Issuer: Ivy Funds

Asset Class: Equity

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UNACX Overview

Find basic information about the Delaware Ivy Accumulative Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add UNACX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change17.08%

Prev. Close6.13

Risk Rating

TTM Yield0%

ROE36.11%

IssuerIvy Funds

Turnover11%

ROA17.69%

Inception Date14893

Total Assets522.25M

Expenses1.12%

Min. Investment1,000

Market Cap349.13B

CategoryLarge Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1090	1012	1253	797	1328	2033
Fund Return	8.97%	1.19%	25.26%	-7.27%	5.84%	7.35%
Place in category	906	796	965	1063	998	788
% in Category	76	70	82	98	99	99

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.67B	19.73	7.84	15.24
Ivy Science & Technology A	3.74B	26.75	7.05	13.57
Ivy Large Cap Growth A	3.38B	19.50	7.55	14.91
Ivy Core Equity A	2.94B	24.04	9.03	12.09
Ivy Mid Cap Growth I	2.87B	3.10	-5.04	10.67

Top Funds for Large Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	150.6B	22.40	4.47	13.21
Fidelity Contrafund	128.94B	30.86	9.80	15.03
Fidelity Contrafund K	128.94B	30.89	9.88	15.12
Vanguard Growth Index Adm	83.57B	23.69	7.47	15.16
JPMorgan Large Cap Growth R6	65.32B	26.92	9.12	17.38

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	12.32	417.79	+0.49%
NVIDIA	US67066G1040	8.11	147.01	+4.89%
Alphabet A	US02079K3059	6.43	178.12	+1.61%
Apple	US0378331005	5.78	228.30	+0.12%
Amazon.com	US0231351067	5.54	204.61	+1.44%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Sell
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Waddell & Reed Ac.	6.10	-0.03	-0.49%