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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 969 | 1172 | 1370 | 2117 | 3042 |
Fund Return | -0.13% | -3.08% | 17.22% | 11.08% | 16.19% | 11.77% |
Place in category | 241 | 212 | 119 | 154 | 99 | 102 |
% in Category | 90 | 81 | 39 | 55 | 40 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.98B | 5.30 | 10.57 | 11.15 | ||
Columbia Dividend Income Y | 8.3B | 5.31 | 10.69 | 11.30 | ||
Columbia Seligman Comms & Info A | 6.14B | -3.15 | 11.27 | 18.55 | ||
Columbia Contrarian Core Z | 5.14B | 1.38 | 12.52 | 12.59 | ||
Columbia Dividend Income A | 4.26B | 5.28 | 10.30 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 533.44B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 381.66B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 194.95B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.20 | 100.06 | +2.48% | |
Apple | US0378331005 | 6.43 | 178.05 | -1.88% | |
Microsoft | US5949181045 | 5.61 | 361.11 | +0.91% | |
Alphabet A | US02079K3059 | 4.93 | 147.59 | +0.57% | |
Meta Platforms | US30303M1027 | 4.47 | 520.58 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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