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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1097 | 1342 | 1428 | 2243 | 4188 |
Fund Return | 9.71% | 9.71% | 34.24% | 12.6% | 17.53% | 15.4% |
Place in category | 942 | 942 | 838 | 57 | 136 | 99 |
% in Category | 75 | 75 | 65 | 8 | 16 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.61B | 15.70 | 7.22 | 12.77 | ||
Ivy Mid Cap Growth I | 2.94B | 7.08 | 0.91 | 11.44 | ||
Ivy Core Equity A | 2.78B | 12.71 | 11.70 | 11.69 | ||
Ivy Large Cap Growth A | 2.49B | 9.66 | 12.29 | 15.07 | ||
Ivy Mid Cap Growth A | 1.48B | 7.03 | 0.61 | 11.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.35B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 72.29B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 55.87B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.95 | 411.50 | +0.23% | |
NVIDIA | US67066G1040 | 7.21 | 893.14 | -1.21% | |
Amazon.com | US0231351067 | 6.71 | 191.18 | +1.69% | |
Apple | US0378331005 | 6.30 | 183.94 | +0.66% | |
Visa A | US92826C8394 | 5.96 | 276.93 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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