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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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.43B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.69B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.15B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.75B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.19B | -10.09 | 0.50 | 8.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.12B | -4.70 | 13.98 | 12.57 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Vanguard Growth Index Adm | 81.91B | -7.50 | 15.47 | 14.47 | ||
JPMorgan Large Cap Growth R6 | 68.4B | -6.48 | 16.50 | 16.50 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.32 | 458.17 | -0.15% | |
NVIDIA | US67066G1040 | 8.11 | 134.38 | -0.88% | |
Alphabet A | US02079K3059 | 6.43 | 163.98 | -1.54% | |
Apple | US0378331005 | 5.78 | 206.86 | -0.92% | |
Amazon.com | US0231351067 | 5.54 | 204.07 | -1.01% |
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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