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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1039 | 1151 | 1133 | 1463 | 1574 |
Fund Return | 5.12% | 3.89% | 15.14% | 4.24% | 7.91% | 4.64% |
Place in category | 11 | 32 | 11 | 37 | 11 | 74 |
% in Category | 4 | 10 | 3 | 11 | 3 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.18B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.73B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 2.95B | 0.26 | -3.05 | 10.99 | ||
Ivy Core Equity A | 2.83B | 8.04 | 8.14 | 11.25 | ||
Ivy Large Cap Growth A | 2.53B | 4.33 | 7.78 | 14.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 60.98B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 34.59B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.49B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 16.02B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.43B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.83 | - | - | |
Alphabet Inc Class A | - | 2.47 | - | - | |
NVIDIA Corp | - | 2.28 | - | - | |
Amazon.com Inc | - | 2.25 | - | - | |
Taiwan Semicon | TW0002330008 | 1.93 | 857.00 | -0.92% |
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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