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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1002 | 1153 | 1342 | 1890 | 2806 |
Fund Return | 5.28% | 0.24% | 15.26% | 10.3% | 13.57% | 10.87% |
Place in category | 415 | 135 | 623 | 221 | 424 | 50 |
% in Category | 32 | 13 | 53 | 24 | 43 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 21.68B | 5.30 | 10.57 | 11.15 | ||
Columbia Dividend Income Y | 8.99B | 5.31 | 10.69 | 11.30 | ||
Columbia Seligman Comms & Info A | 7.38B | -3.15 | 11.27 | 18.55 | ||
Columbia Contrarian Core Z | 5.78B | 1.38 | 12.52 | 12.59 | ||
Columbia Disciplined Core A | 4.08B | -0.20 | 10.77 | 11.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.76B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.64 | 251.13 | +1.24% | |
Microsoft | US5949181045 | 3.30 | 395.16 | +0.53% | |
Walmart | US9311421039 | 3.15 | 84.76 | -3.12% | |
UnitedHealth | US91324P1021 | 2.70 | 513.43 | -0.59% | |
Home Depot | US4370761029 | 2.46 | 360.99 | -0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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