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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1039 | 1183 | 1308 | 1733 | 3019 |
Fund Return | 4.06% | 3.94% | 18.26% | 9.37% | 11.63% | 11.68% |
Place in category | 729 | 441 | 637 | 322 | 332 | 35 |
% in Category | 54 | 35 | 55 | 32 | 33 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.5B | 4.09 | 9.27 | 11.54 | ||
Columbia Seligman Comms & Info A | 7.88B | 3.05 | 13.31 | 20.16 | ||
Columbia Contrarian Core Z | 6.07B | 3.33 | 12.31 | 13.56 | ||
Columbia Dividend Income A | 4.82B | 4.06 | 8.99 | 11.26 | ||
Columbia Disciplined Core A | 4.31B | 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 | 42.19B | 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 | 4.64 | 264.65 | +2.16% | |
Microsoft | US5949181045 | 3.30 | 396.99 | +1.14% | |
Walmart | US9311421039 | 3.15 | 98.61 | +1.88% | |
UnitedHealth | US91324P1021 | 2.70 | 474.96 | +1.37% | |
Home Depot | US4370761029 | 2.46 | 396.60 | +1.62% |
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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