
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1052 | 1266 | 1372 | 1985 | 3320 |
Fund Return | 2.43% | 5.19% | 26.55% | 11.11% | 14.7% | 12.75% |
Place in category | 223 | 191 | 38 | 131 | 79 | 96 |
% in Category | 89 | 70 | 25 | 48 | 37 | 46 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.82 | 139.23 | -0.12% | |
Apple | US0378331005 | 6.59 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 5.95 | 414.77 | +1.25% | |
Alphabet A | US02079K3059 | 5.47 | 185.27 | +0.82% | |
Amazon.com | US0231351067 | 4.34 | 226.63 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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