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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1188 | 1018 | 1360 | 1306 | 2058 | 3205 |
Fund Return | 18.77% | 1.82% | 35.99% | 9.32% | 15.53% | 12.35% |
Place in category | 783 | 1177 | 752 | 258 | 172 | 271 |
% in Category | 52 | 80 | 53 | 19 | 14 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.52B | 15.18 | 7.90 | 11.04 | ||
Columbia Dividend Income Y | 9.26B | 15.31 | 8.02 | 11.19 | ||
Columbia Seligman Comms & Info A | 8.2B | 16.30 | 8.12 | 19.40 | ||
Columbia Contrarian Core Z | 5.41B | 18.99 | 9.59 | 12.63 | ||
Columbia Dividend Income A | 4.75B | 14.95 | 7.63 | 10.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.39 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 6.77 | 417.00 | +1.00% | |
Apple | US0378331005 | 6.26 | 229.87 | +0.59% | |
Amazon.com | US0231351067 | 4.64 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 3.16 | 559.14 | -0.70% |
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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