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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1225 | 1038 | 1388 | 1302 | 1968 | 3062 |
Fund Return | 22.45% | 3.77% | 38.77% | 9.2% | 14.5% | 11.84% |
Place in category | 175 | 327 | 272 | 282 | 489 | 395 |
% in Category | 11 | 25 | 17 | 20 | 43 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.57B | 15.18 | 7.90 | 11.04 | ||
Columbia Dividend Income Y | 9.27B | 15.31 | 8.02 | 11.19 | ||
Columbia Seligman Comms & Info A | 8.24B | 16.30 | 8.12 | 19.40 | ||
Columbia Contrarian Core Z | 5.44B | 18.99 | 9.59 | 12.63 | ||
Columbia Dividend Income A | 4.8B | 14.95 | 7.63 | 10.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.40 | 146.27 | -1.36% | |
Apple | US0378331005 | 6.35 | 225.12 | +0.40% | |
Microsoft | US5949181045 | 6.27 | 425.20 | +0.51% | |
Alphabet A | US02079K3059 | 4.92 | 178.88 | -1.51% | |
Meta Platforms | US30303M1027 | 4.09 | 580.00 | -0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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