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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1042 | 1313 | 1321 | 2190 | 3310 |
Fund Return | 12.57% | 4.24% | 31.33% | 9.74% | 16.97% | 12.72% |
Place in category | 282 | 344 | 161 | 226 | 71 | 62 |
% in Category | 17 | 20 | 11 | 17 | 6 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.09B | 7.06 | 7.32 | 10.80 | ||
Columbia Dividend Income Y | 8.01B | 7.14 | 7.44 | 10.96 | ||
Columbia Seligman Comms & Info A | 7.92B | 11.93 | 9.79 | 19.99 | ||
Columbia Dividend Income A | 4.44B | 6.97 | 7.05 | 10.52 | ||
Columbia Disciplined Core A | 4.25B | 11.80 | 8.93 | 11.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.11 | 450.95 | +0.73% | |
Apple | US0378331005 | 6.33 | 209.07 | +0.45% | |
NVIDIA | US67066G1040 | 5.70 | 126.09 | +6.76% | |
Amazon.com | US0231351067 | 4.78 | 186.34 | +0.41% | |
Meta Platforms | US30303M1027 | 3.23 | 510.58 | +2.34% |
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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