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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1127 | 1312 | 1394 | 2118 | 3021 |
Fund Return | 12.71% | 12.71% | 31.18% | 11.7% | 16.19% | 11.69% |
Place in category | 131 | 131 | 332 | 253 | 72 | 427 |
% in Category | 9 | 9 | 21 | 19 | 6 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.02B | 9.71 | 12.60 | 15.40 | ||
Ivy Science & Technology A | 3.56B | 15.70 | 7.22 | 12.77 | ||
Ivy Mid Cap Growth I | 2.9B | 7.08 | 0.91 | 11.44 | ||
Ivy Large Cap Growth A | 2.46B | 9.66 | 12.29 | 15.07 | ||
Ivy Mid Cap Growth A | 1.47B | 7.03 | 0.61 | 11.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.06 | 406.66 | +2.22% | |
Alphabet A | US02079K3059 | 4.42 | 167.21 | +0.35% | |
Amazon.com | US0231351067 | 3.78 | 186.24 | +0.82% | |
UnitedHealth | US91324P1021 | 3.68 | 492.66 | -0.06% | |
NVIDIA | US67066G1040 | 3.66 | 887.83 | +3.46% |
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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