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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 935 | 1039 | 866 | 1742 | 1008 | 632 |
Fund Return | -6.47% | 3.94% | -13.44% | 20.33% | 0.16% | -4.48% |
Place in category | 67 | 8 | 66 | 51 | 55 | 41 |
% in Category | 83 | 11 | 87 | 78 | 82 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.1B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.65B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 2.85B | 0.26 | -3.05 | 10.99 | ||
Ivy Core Equity A | 2.8B | 8.04 | 8.14 | 11.25 | ||
Ivy Large Cap Growth A | 2.48B | 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 | 2.02B | 12.00 | 27.88 | 2.38 | ||
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 | 226.45 | -0.44% | |
Waste Management | US94106L1098 | 4.09 | 203.08 | -3.63% | |
Kingspan | IE0004927939 | 4.08 | 88.75 | -0.03% | |
Weyerhaeuser | US9621661043 | 3.96 | 29.84 | -0.63% | |
Valero Energy | US91913Y1001 | 3.79 | 154.34 | -1.78% |
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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