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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1042 | 1310 | 1311 | 2162 | 3228 |
Fund Return | 12.46% | 4.18% | 30.96% | 9.46% | 16.67% | 12.43% |
Place in category | 299 | 366 | 186 | 295 | 98 | 148 |
% in Category | 18 | 21 | 12 | 23 | 8 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.93B | 7.06 | 7.32 | 10.80 | ||
Columbia Dividend Income Y | 7.95B | 7.14 | 7.44 | 10.96 | ||
Columbia Seligman Comms & Info A | 7.95B | 11.93 | 9.79 | 19.99 | ||
Columbia Contrarian Core Z | 6.22B | 12.57 | 9.74 | 12.72 | ||
Columbia Dividend Income A | 4.42B | 6.97 | 7.05 | 10.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.11 | 442.57 | +0.22% | |
Apple | US0378331005 | 6.33 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 5.70 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 4.78 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 3.23 | 504.16 | +0.11% |
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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