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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1026 | 1320 | 1154 | 1781 | 3710 |
Fund Return | 5.25% | 2.59% | 31.95% | 4.88% | 12.24% | 14.01% |
Place in category | 183 | 193 | 99 | 119 | 158 | 90 |
% in Category | 68 | 75 | 40 | 52 | 63 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.97B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.05B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.41B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 5.93B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.46B | 4.56 | 7.13 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 12.04 | - | - | |
Amazon.com Inc | - | 8.39 | - | - | |
Transdigm | US8936411003 | 5.01 | 1,309.26 | -0.73% | |
Brookfield | CA11271J1075 | 4.96 | 44.22 | -0.07% | |
Alphabet Inc Class A | - | 4.73 | - | - |
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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