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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1209 | 1048 | 1261 | 1352 | 1788 | 2948 |
Fund Return | 20.9% | 4.84% | 26.06% | 10.58% | 12.32% | 11.42% |
Place in category | 630 | 813 | 755 | 553 | 286 | 41 |
% in Category | 57 | 73 | 68 | 52 | 30 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.8B | 20.78 | 10.47 | 11.27 | ||
Columbia Seligman Comms & Info A | 8.4B | 26.65 | 9.83 | 19.88 | ||
Columbia Contrarian Core Z | 6.23B | 25.71 | 12.38 | 12.95 | ||
Columbia Dividend Income A | 4.86B | 20.51 | 10.20 | 10.99 | ||
Columbia Disciplined Core A | 4.6B | 29.58 | 11.37 | 12.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 41.07B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.28 | 241.17 | -0.81% | |
Microsoft | US5949181045 | 3.32 | 430.53 | -1.73% | |
UnitedHealth | US91324P1021 | 3.00 | 509.99 | -0.23% | |
Walmart | US9311421039 | 2.93 | 91.66 | -1.22% | |
Home Depot | US4370761029 | 2.52 | 392.86 | -0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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