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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1217 | 1058 | 1357 | 1384 | 2053 | 3359 |
Fund Return | 21.67% | 5.76% | 35.73% | 11.45% | 15.47% | 12.88% |
Place in category | 475 | 760 | 509 | 437 | 400 | 209 |
% in Category | 31 | 56 | 33 | 31 | 36 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.43B | 16.58 | 10.68 | 11.40 | ||
Columbia Dividend Income Y | 8.7B | 16.69 | 10.79 | 11.55 | ||
Columbia Seligman Comms & Info A | 7.87B | 17.44 | 10.79 | 19.62 | ||
Columbia Contrarian Core Z | 5.31B | 20.49 | 11.97 | 13.02 | ||
Columbia Dividend Income A | 4.7B | 16.38 | 10.40 | 11.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 599.39B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.17 | 231.41 | +0.36% | |
Microsoft | US5949181045 | 6.47 | 428.15 | +0.81% | |
NVIDIA | US67066G1040 | 6.04 | 141.54 | +0.80% | |
Amazon.com | US0231351067 | 3.52 | 187.83 | +0.78% | |
Meta Platforms | US30303M1027 | 2.53 | 573.25 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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