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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1071 | 1252 | 1417 | 2081 | 3565 |
Fund Return | 3.33% | 7.11% | 25.18% | 12.31% | 15.79% | 13.56% |
Place in category | 558 | 202 | 635 | 241 | 129 | 118 |
% in Category | 40 | 16 | 46 | 16 | 12 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.41B | 4.09 | 9.27 | 11.54 | ||
Columbia Dividend Income Y | 9.32B | 4.06 | 9.37 | 11.68 | ||
Columbia Seligman Comms & Info A | 8.26B | 3.05 | 13.31 | 20.16 | ||
Columbia Dividend Income A | 4.78B | 4.06 | 8.99 | 11.26 | ||
Columbia Disciplined Core A | 4.38B | 2.38 | 10.79 | 12.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.70 | 408.21 | -1.90% | |
NVIDIA | US67066G1040 | 7.04 | 134.43 | -4.05% | |
Apple | US0378331005 | 6.63 | 245.55 | -0.11% | |
Amazon.com | US0231351067 | 5.29 | 216.58 | -2.83% | |
Meta Platforms | US30303M1027 | 2.85 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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