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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1056 | 1241 | 1265 | 1907 | 2904 |
Fund Return | 8.04% | 5.6% | 24.13% | 8.14% | 13.78% | 11.25% |
Place in category | 176 | 215 | 329 | 279 | 118 | 415 |
% in Category | 11 | 12 | 21 | 20 | 10 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.17B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.71B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 3.01B | 0.26 | -3.05 | 10.99 | ||
Ivy Large Cap Growth A | 2.53B | 4.33 | 7.78 | 14.65 | ||
Ivy Mid Cap Growth A | 1.51B | 0.19 | -3.33 | 10.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.65 | - | - | |
Alphabet Inc Class A | - | 4.67 | - | - | |
NVIDIA Corp | - | 4.05 | - | - | |
Amazon.com Inc | - | 3.74 | - | - | |
UnitedHealth Group Inc | - | 3.57 | - | - |
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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