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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 891 | 891 | 1053 | 1276 | 2280 | 3445 |
Fund Return | -10.93% | -10.93% | 5.34% | 8.47% | 17.92% | 13.17% |
Place in category | 184 | 184 | 83 | 100 | 75 | 85 |
% in Category | 81 | 81 | 44 | 45 | 38 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 20.89B | 2.59 | 8.36 | 11.08 | ||
Columbia Dividend Income Y | 8.69B | 2.59 | 8.48 | 11.22 | ||
Columbia Seligman Comms & Info A | 6.84B | -13.03 | 6.86 | 17.56 | ||
Columbia Contrarian Core Z | 5.54B | -4.74 | 9.22 | 12.08 | ||
Columbia Dividend Income A | 4.45B | 2.53 | 8.09 | 10.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 137.47B | -6.42 | 8.56 | 12.54 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Vanguard Growth Index Adm | 88.07B | -9.50 | 9.51 | 14.21 | ||
JPMorgan Large Cap Growth R6 | 61.8B | -7.73 | 11.64 | 16.41 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.15 | 198.15 | +4.06% | |
NVIDIA | US67066G1040 | 11.05 | 110.77 | +2.97% | |
Microsoft | US5949181045 | 9.75 | 387.99 | +1.74% | |
Amazon.com | US0231351067 | 7.89 | 184.87 | +2.01% | |
Meta Platforms | US30303M1027 | 6.32 | 543.29 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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