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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1060 | 1207 | 1142 | 1602 | 2000 |
Fund Return | 13.85% | 5.95% | 20.67% | 4.51% | 9.88% | 7.18% |
Place in category | 50 | 198 | 44 | 145 | 62 | 159 |
% in Category | 9 | 24 | 7 | 24 | 13 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.55B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.79B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.31B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.89B | 21.74 | 9.09 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.21B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.19B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.50 | 416.04 | -0.12% | |
NVIDIA | US67066G1040 | 2.99 | 124.88 | +1.65% | |
Apple | US0378331005 | 2.84 | 226.80 | +0.50% | |
United States Treasury Notes 4.375% | - | 2.64 | - | - | |
Amazon.com | US0231351067 | 2.20 | 186.51 | +2.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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