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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1032 | 1141 | 1229 | 1631 | 2699 |
Fund Return | 4.56% | 3.2% | 14.08% | 7.13% | 10.28% | 10.44% |
Place in category | 677 | 914 | 613 | 322 | 273 | 50 |
% in Category | 49 | 70 | 51 | 31 | 30 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.81B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 7.97B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.37B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 5.89B | 6.87 | 8.21 | 12.41 | ||
Columbia Disciplined Core A | 4.08B | 6.44 | 7.48 | 11.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.06B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.17 | 198.75 | +0.63% | |
Microsoft Corp | - | 3.65 | - | - | |
J&J | US4781601046 | 2.50 | 149.91 | +0.04% | |
Exxon Mobil | US30231G1022 | 2.50 | 117.96 | -0.41% | |
Home Depot | US4370761029 | 2.48 | 346.44 | -0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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