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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1020 | 1104 | 1037 | 1248 | 1647 |
Fund Return | 1.99% | 2.02% | 10.38% | 1.23% | 4.54% | 5.12% |
Place in category | 156 | 189 | 137 | 182 | 137 | 59 |
% in Category | 63 | 74 | 62 | 78 | 67 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.49B | 4.09 | 9.27 | 11.54 | ||
Columbia Dividend Income Y | 9.36B | 4.06 | 9.37 | 11.68 | ||
Columbia Seligman Comms & Info A | 8.44B | 3.05 | 13.31 | 20.16 | ||
Columbia Contrarian Core Z | 6.25B | 3.33 | 12.31 | 13.56 | ||
Columbia Dividend Income A | 4.8B | 4.06 | 8.99 | 11.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 1.76 | 1.11 | 4.77 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 1.48 | -1.72 | 4.36 | ||
Horizon Active Risk Assist N | 1.35B | 3.04 | 5.14 | 5.44 | ||
SEI Multi-Asset Accumulation F (SIM | 1.16B | 2.96 | -2.22 | 2.75 | ||
PIMCO Energy & Tactical Credit Opps | 1.23B | 10.85 | 28.48 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 25 | - | 35.18 | - | - | |
Columbia Commodity Strategy Inst3 | - | 11.48 | - | - | |
Ultra 10 Year US Treasury Note Future Mar 25 | - | 7.44 | - | - | |
MSCI Emerging Markets Index Future Mar 25 | - | 6.91 | - | - | |
MSCI EAFE Index Future Mar 25 | - | 6.55 | - | - |
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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