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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 979 | 1155 | 1207 | 1931 | 2495 |
Fund Return | 4.09% | -2.06% | 15.46% | 6.47% | 14.07% | 9.57% |
Place in category | 779 | 764 | 583 | 918 | 307 | 247 |
% in Category | 63 | 63 | 51 | 85 | 30 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 21.53B | 5.30 | 10.57 | 11.15 | ||
Columbia Dividend Income Y | 8.92B | 5.31 | 10.69 | 11.30 | ||
Columbia Seligman Comms & Info A | 7.28B | -3.15 | 11.27 | 18.55 | ||
Columbia Contrarian Core Z | 5.66B | 1.38 | 12.52 | 12.59 | ||
Columbia Dividend Income A | 4.59B | 5.28 | 10.30 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.9B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 3.86 | 67.50 | +0.13% | |
Verizon | US92343V1044 | 3.76 | 43.43 | -6.58% | |
EPAM Systems | US29414B1044 | 3.69 | 191.36 | +0.50% | |
Boeing | US0970231058 | 3.65 | 154.06 | +3.99% | |
Alphabet A | US02079K3059 | 3.33 | 164.04 | -1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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