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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1233 | 1080 | 1233 | 1261 | 1483 | - |
| Fund Return | 23.29% | 8.03% | 23.29% | 8.04% | 8.21% | - |
| Place in category | 413 | 378 | 413 | 222 | 149 | - |
| % in Category | 57 | 52 | 57 | 35 | 30 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Columbia Dividend Income Z | 24.06B | 12.58 | 13.92 | 11.90 | ||
| Columbia Seligman Comms & Info A | 10.76B | 43.72 | 37.79 | 23.35 | ||
| Columbia Dividend Income Y | 9.92B | 12.63 | 14.03 | 12.04 | ||
| Columbia Contrarian Core Z | 7.08B | 17.50 | 23.46 | 14.21 | ||
| Columbia Seligman Comms & Info Z | 5.72B | 44.02 | 38.13 | 23.66 |
| 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 | 17.35B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 7.22 | 12.47 | 10.01 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Simpson Manufacturing Co Inc | - | 0.87 | - | - | |
| Trex Co Inc | - | 0.84 | - | - | |
| The Descartes Systems Group Inc | - | 0.78 | - | - | |
| Exponent Inc | - | 0.78 | - | - | |
| Fox Factory Holding Corp | - | 0.72 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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