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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 990 | 1181 | 1418 | 2158 | 3323 |
Fund Return | 1.38% | -1.05% | 18.14% | 12.35% | 16.63% | 12.76% |
Place in category | 730 | 499 | 299 | 319 | 298 | 105 |
% in Category | 54 | 34 | 24 | 26 | 27 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.17B | 5.30 | 10.57 | 11.15 | ||
Columbia Dividend Income Y | 9.18B | 5.31 | 10.69 | 11.30 | ||
Columbia Seligman Comms & Info A | 7.63B | -3.15 | 11.27 | 18.55 | ||
Columbia Contrarian Core Z | 5.89B | 1.38 | 12.52 | 12.59 | ||
Columbia Dividend Income A | 4.73B | 5.28 | 10.30 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.89 | 220.84 | -2.92% | |
Microsoft | US5949181045 | 5.96 | 380.45 | +0.08% | |
NVIDIA | US67066G1040 | 5.69 | 108.76 | +1.66% | |
Amazon.com | US0231351067 | 4.29 | 196.59 | +1.05% | |
Meta Platforms | US30303M1027 | 2.90 | 605.71 | +1.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Sell |
Summary | Strong Sell | Sell | Neutral |
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