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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1023 | 1192 | 1239 | 1629 | 2402 |
Fund Return | 3.65% | 2.35% | 19.25% | 7.39% | 10.25% | 9.16% |
Place in category | 899 | 902 | 516 | 715 | 624 | 494 |
% in Category | 67 | 75 | 45 | 66 | 60 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.49B | 4.09 | 9.27 | 11.54 | ||
Columbia Dividend Income Y | 9.36B | 4.06 | 9.37 | 11.68 | ||
Columbia Seligman Comms & Info A | 8.44B | 3.05 | 13.31 | 20.16 | ||
Columbia Contrarian Core Z | 6.25B | 3.33 | 12.31 | 13.56 | ||
Columbia Dividend Income A | 4.8B | 4.06 | 8.99 | 11.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 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 | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.97 | 110.14 | +1.76% | |
JPMorgan | US46625H1005 | 3.19 | 279.95 | +1.21% | |
AbbVie | US00287Y1091 | 2.67 | 196.25 | +1.75% | |
J&J | US4781601046 | 2.66 | 154.99 | -0.74% | |
Cisco | US17275R1023 | 2.53 | 64.59 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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