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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1033 | 1279 | 1259 | 1743 | 2872 |
Fund Return | 15.23% | 3.28% | 27.88% | 7.97% | 11.75% | 11.13% |
Place in category | 562 | 409 | 810 | 452 | 282 | 39 |
% in Category | 48 | 33 | 70 | 43 | 29 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.71B | 15.18 | 7.90 | 11.04 | ||
Columbia Dividend Income Y | 9.35B | 15.31 | 8.02 | 11.19 | ||
Columbia Seligman Comms & Info A | 8.26B | 16.30 | 8.12 | 19.40 | ||
Columbia Contrarian Core Z | 5.44B | 18.99 | 9.59 | 12.63 | ||
Columbia Dividend Income A | 4.79B | 14.95 | 7.63 | 10.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.98 | 248.55 | +1.55% | |
Microsoft | US5949181045 | 3.13 | 417.00 | +1.00% | |
Walmart | US9311421039 | 2.72 | 90.44 | +2.32% | |
J&J | US4781601046 | 2.65 | 155.17 | -0.21% | |
UnitedHealth | US91324P1021 | 2.63 | 590.87 | -1.11% |
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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