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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 1033 | 1280 | 1261 | 1748 | 2888 |
Fund Return | 15.31% | 3.28% | 27.96% | 8.02% | 11.82% | 11.19% |
Place in category | 558 | 405 | 801 | 433 | 269 | 35 |
% in Category | 47 | 33 | 69 | 42 | 28 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.84B | 15.18 | 7.90 | 11.04 | ||
Columbia Seligman Comms & Info A | 8.3B | 16.30 | 8.12 | 19.40 | ||
Columbia Contrarian Core Z | 5.46B | 18.99 | 9.59 | 12.63 | ||
Columbia Dividend Income A | 4.82B | 14.95 | 7.63 | 10.76 | ||
Columbia Disciplined Core A | 4.55B | 22.45 | 9.20 | 11.84 |
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 | 42.49B | 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 | 250.29 | +0.70% | |
Microsoft | US5949181045 | 3.13 | 418.79 | +0.43% | |
Walmart | US9311421039 | 2.72 | 89.50 | -1.04% | |
J&J | US4781601046 | 2.65 | 155.78 | +0.39% | |
UnitedHealth | US91324P1021 | 2.63 | 605.83 | +2.53% |
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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