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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1050 | 1272 | 1272 | 1953 | 3268 |
Fund Return | 6.91% | 4.99% | 27.17% | 8.34% | 14.33% | 12.57% |
Place in category | 350 | 367 | 117 | 238 | 61 | 50 |
% in Category | 21 | 21 | 9 | 18 | 6 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.23B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.13B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.62B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 6.02B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.5B | 4.56 | 7.13 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.42 | - | - | |
Apple Inc | - | 6.05 | - | - | |
NVIDIA Corp | - | 5.75 | - | - | |
Amazon.com Inc | - | 4.75 | - | - | |
Meta Platforms Inc Class A | - | 3.51 | - | - |
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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