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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1044 | 1213 | 1241 | 1718 | 2926 |
Fund Return | 6.44% | 4.36% | 21.33% | 7.48% | 11.43% | 11.34% |
Place in category | 494 | 528 | 806 | 494 | 777 | 395 |
% in Category | 29 | 33 | 54 | 36 | 65 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.06B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.51B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 5.95B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.46B | 4.56 | 7.13 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.76 | - | - | |
NVIDIA Corp | - | 6.27 | - | - | |
Apple Inc | - | 5.78 | - | - | |
Alphabet Inc Class A | - | 4.96 | - | - | |
Meta Platforms Inc Class A | - | 4.13 | - | - |
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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