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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1039 | 1179 | 1295 | 1703 | 2907 |
Fund Return | 4.06% | 3.88% | 17.85% | 8.99% | 11.24% | 11.26% |
Place in category | 725 | 461 | 685 | 398 | 427 | 71 |
% in Category | 53 | 37 | 59 | 38 | 43 | 13 |
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 Contrarian Core Z | 6.16B | 3.33 | 12.31 | 13.56 | ||
Columbia Disciplined Core A | 4.38B | 2.38 | 10.79 | 12.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.08B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.31 | 264.24 | -0.96% | |
Microsoft | US5949181045 | 3.47 | 408.21 | -1.90% | |
Walmart | US9311421039 | 3.01 | 94.78 | -2.50% | |
Broadcom | US11135F1012 | 2.61 | 218.66 | -3.56% | |
UnitedHealth | US91324P1021 | 2.61 | 466.42 | -7.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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