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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1034 | 1331 | 1202 | 2001 | 3781 |
Fund Return | 6.88% | 3.39% | 33.08% | 6.31% | 14.88% | 14.22% |
Place in category | 613 | 752 | 410 | 338 | 202 | 197 |
% in Category | 48 | 62 | 33 | 36 | 22 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.91B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 7.96B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.62B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 6.08B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.42B | 4.56 | 7.13 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.25B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 57.86B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.82 | 422.61 | -0.33% | |
Apple | US0378331005 | 9.01 | 195.65 | -0.11% | |
NVIDIA | US67066G1040 | 8.89 | 1,187.25 | -3.03% | |
Amazon.com | US0231351067 | 7.45 | 183.20 | +1.06% | |
Meta Platforms | US30303M1027 | 4.63 | 496.90 | +0.37% |
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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