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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1342 | 1379 | 2102 | 3328 |
Fund Return | 10.47% | 10.47% | 34.24% | 11.3% | 16.02% | 12.78% |
Place in category | 706 | 706 | 120 | 352 | 85 | 115 |
% in Category | 43 | 43 | 9 | 27 | 7 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.57B | 8.38 | 9.70 | 11.20 | ||
Columbia Dividend Income Y | 7.88B | 8.43 | 9.81 | 11.35 | ||
Columbia Seligman Comms & Info A | 6.95B | 8.59 | 10.15 | 19.94 | ||
Columbia Dividend Income A | 4.36B | 8.32 | 9.42 | 10.92 | ||
Columbia Disciplined Core A | 3.99B | 12.03 | 10.98 | 11.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.50 | 409.06 | +0.37% | |
Apple | US0378331005 | 6.44 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 5.29 | 796.77 | -3.33% | |
Amazon.com | US0231351067 | 4.79 | 176.59 | -1.64% | |
Meta Platforms | US30303M1027 | 3.65 | 493.50 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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