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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1031 | 1214 | 1220 | 1908 | 3819 |
Fund Return | 21.42% | 3.14% | 21.42% | 6.85% | 13.79% | 14.34% |
Place in category | 201 | 166 | 201 | 144 | 161 | 111 |
% in Category | 82 | 73 | 82 | 58 | 74 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.28B | 15.01 | 6.51 | 10.75 | ||
Columbia Dividend Income Y | 9.24B | 15.18 | 6.62 | 10.90 | ||
Columbia Seligman Comms & Info A | 8.33B | 26.79 | 7.93 | 19.70 | ||
Columbia Contrarian Core Z | 6.23B | 23.35 | 9.89 | 12.76 | ||
Columbia Dividend Income A | 4.75B | 14.74 | 6.23 | 10.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.48B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.66B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.56 | 414.99 | -6.18% | |
Amazon.com | US0231351067 | 9.38 | 234.64 | -1.02% | |
Alphabet A | US02079K3059 | 5.53 | 200.87 | +2.79% | |
Brookfield | CA11271J1075 | 4.98 | 62.05 | +2.63% | |
Mastercard | US57636Q1040 | 4.84 | 566.01 | +3.14% |
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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