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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 954 | 965 | 1034 | 1223 | 1641 | 2149 |
| Fund Return | -4.58% | -3.48% | 3.39% | 6.93% | 10.41% | 7.95% |
| Place in category | 19 | 24 | 30 | 23 | 47 | 16 |
| % in Category | 29 | 38 | 21 | 25 | 67 | 21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Ivy VIP Intl Core Equity II | 285.88M | 23.28 | 18.95 | 6.29 | ||
| Ivy VIP Energy Class II | 75.78M | -4.31 | -3.03 | -2.78 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Adm | 58.3B | 7.20 | 12.45 | 9.99 | ||
| Fidelity Small Cap Index Instl Pre | 29.03B | 12.50 | 12.11 | 9.51 | ||
| Vanguard Small Cap Index I | 22.38B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 17.45B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 7.22 | 12.47 | 10.01 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Expand Energy | US1651677353 | 2.24 | 116.55 | -0.78% | |
| East West Bancorp | US27579R1041 | 1.90 | 114.82 | +4.75% | |
| Caseys | US1475281036 | 1.88 | 533.23 | -5.33% | |
| Axis Capital | BMG0692U1099 | 1.79 | 100.47 | +1.39% | |
| Guidewire | US40171V1008 | 1.67 | 200.70 | +1.75% |
| 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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