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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 935 | 1040 | 868 | 1758 | 1026 | 656 |
Fund Return | -6.48% | 4.03% | -13.18% | 20.69% | 0.51% | -4.13% |
Place in category | 68 | 6 | 64 | 48 | 53 | 39 |
% in Category | 84 | 10 | 87 | 76 | 81 | 69 |
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% | |
---|---|---|---|---|---|---|
Vanguard Energy Adm | 3.89B | 8.01 | 18.17 | 0.37 | ||
Fidelity Select Energy | 2.41B | 14.07 | 31.43 | 3.08 | ||
JNL/Mellon Capital OilGas Sector Fa | 2.09B | 2.41 | 25.49 | 2.20 | ||
Vanguard Energy Inv | 1.91B | 7.99 | 18.07 | 0.29 | ||
Vanguard Energy Index Adm | 1.85B | 11.95 | 28.95 | 3.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 4.21 | 232.00 | +1.24% | |
Waste Management | US94106L1098 | 4.09 | 208.47 | -0.94% | |
Kingspan | IE0004927939 | 4.08 | 90.25 | -0.42% | |
Weyerhaeuser | US9621661043 | 3.96 | 30.91 | -0.83% | |
Valero Energy | US91913Y1001 | 3.79 | 163.78 | -1.37% |
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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