Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1049 | 1063 | 1213 | 1255 | 1510 | 2254 |
| Fund Return | 4.91% | 6.28% | 21.28% | 7.85% | 8.6% | 8.47% |
| Place in category | 34 | 144 | 98 | 155 | 388 | 225 |
| % in Category | 5 | 18 | 15 | 25 | 75 | 58 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Ivy Large Cap Growth I | 4.4B | 11.12 | 23.45 | 15.80 | ||
| Ivy Science & Technology A | 4.25B | 38.58 | 36.76 | 17.89 | ||
| Ivy Large Cap Growth A | 3.11B | 10.90 | 23.13 | 15.47 | ||
| Ivy Core Equity A | 2.85B | 16.62 | 21.81 | 13.72 | ||
| Ivy Science & Technology I | 1.66B | 38.89 | 37.10 | 18.16 |
| 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 | 17.32B | 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 | 2.13 | 119.13 | -3.04% | |
| East West Bancorp | US27579R1041 | 1.94 | 110.34 | +0.01% | |
| Webster Financial | US9478901096 | 1.63 | 62.63 | +0.22% | |
| Brinker | US1096411004 | 1.59 | 142.40 | +1.39% | |
| Natera Inc | US6323071042 | 1.58 | 239.14 | -2.21% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review