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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1042 | 1340 | 1298 | 2296 | 3880 |
Fund Return | 14.16% | 4.25% | 33.96% | 9.09% | 18.09% | 14.52% |
Place in category | 375 | 179 | 387 | 259 | 161 | 179 |
% in Category | 31 | 16 | 33 | 28 | 18 | 24 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.82 | 442.57 | +0.22% | |
Apple | US0378331005 | 9.01 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 8.89 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 7.45 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 4.63 | 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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