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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1021 | 1139 | 1079 | 1449 | 1904 |
Fund Return | 3.46% | 2.13% | 13.88% | 2.57% | 7.7% | 6.65% |
Place in category | 94 | 133 | 95 | 221 | 107 | 165 |
% in Category | 14 | 22 | 15 | 33 | 20 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.16B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.67B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 3B | 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 American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.20 | - | - | |
NVIDIA Corp | - | 2.45 | - | - | |
Amazon.com Inc | - | 2.26 | - | - | |
United States Treasury Notes 4.5% | - | 2.17 | - | - | |
UnitedHealth Group Inc | - | 2.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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