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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 | 4.6B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.84B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.34B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3.04B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.92B | 21.74 | 9.09 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.46B | 19.33 | 5.25 | 12.91 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Vanguard Growth Index Adm | 82.18B | 21.13 | 7.62 | 15.05 | ||
JPMorgan Large Cap Growth R6 | 63.38B | 24.62 | 8.70 | 17.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.32 | 420.69 | -2.23% | |
NVIDIA | US67066G1040 | 8.11 | 117.00 | -3.66% | |
Alphabet A | US02079K3059 | 6.43 | 166.99 | +0.69% | |
Apple | US0378331005 | 5.78 | 226.21 | -2.91% | |
Amazon.com | US0231351067 | 5.54 | 185.13 | -0.64% |
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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