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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 935 | 1039 | 866 | 1742 | 1008 | 632 |
Fund Return | -6.47% | 3.94% | -13.44% | 20.33% | 0.16% | -4.48% |
Place in category | 67 | 8 | 66 | 51 | 55 | 41 |
% in Category | 83 | 11 | 87 | 78 | 82 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.41B | 9.53 | 9.84 | 15.13 | ||
Ivy Science & Technology A | 3.96B | 15.72 | 6.19 | 12.86 | ||
Ivy Mid Cap Growth I | 3.23B | 2.01 | -2.03 | 11.01 | ||
Ivy Core Equity A | 2.86B | 13.50 | 9.65 | 11.51 | ||
Ivy Large Cap Growth A | 3.33B | 9.43 | 9.54 | 14.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Energy Adm | 4.07B | 12.33 | 18.32 | 0.63 | ||
Fidelity Select Energy | 2.41B | 14.84 | 28.86 | 3.04 | ||
JNL/Mellon Capital OilGas Sector Fa | 1.91B | 12.00 | 25.46 | 2.24 | ||
Vanguard Energy Inv | 1.92B | 12.29 | 18.23 | 0.55 | ||
Vanguard Energy Index Adm | 1.83B | 12.14 | 26.31 | 3.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 4.21 | 226.50 | -1.18% | |
Waste Management | US94106L1098 | 4.09 | 208.99 | +0.11% | |
Kingspan | IE0004927939 | 4.08 | 82.10 | 0.00% | |
Weyerhaeuser | US9621661043 | 3.96 | 29.02 | +1.33% | |
Valero Energy | US91913Y1001 | 3.79 | 150.21 | -1.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Neutral |
Summary | Strong Sell | Buy | Neutral |
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