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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1043 | 1156 | 1212 | 1578 | 2295 |
Fund Return | 2.32% | 4.29% | 15.63% | 6.63% | 9.55% | 8.66% |
Place in category | 423 | 81 | 151 | 104 | 53 | 51 |
% in Category | 49 | 13 | 22 | 17 | 12 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.72B | 4.09 | 9.27 | 11.54 | ||
Columbia Dividend Income Y | 9.45B | 4.06 | 9.37 | 11.68 | ||
Columbia Seligman Comms & Info A | 8.56B | 3.05 | 13.31 | 20.16 | ||
Columbia Contrarian Core Z | 6.3B | 3.33 | 12.31 | 13.56 | ||
Columbia Dividend Income A | 4.85B | 4.06 | 8.99 | 11.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.89B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.24B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
10 Year Treasury Note Future Mar 25 | - | 5.92 | - | - | |
Microsoft | US5949181045 | 4.31 | 416.13 | +0.33% | |
NVIDIA | US67066G1040 | 3.93 | 140.11 | +0.63% | |
Apple | US0378331005 | 3.74 | 245.83 | +0.39% | |
Amazon.com | US0231351067 | 2.95 | 222.88 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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