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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1050 | 1270 | 1267 | 1941 | 3221 |
Fund Return | 6.87% | 4.97% | 27.01% | 8.21% | 14.18% | 12.41% |
Place in category | 359 | 371 | 125 | 264 | 74 | 74 |
% in Category | 22 | 21 | 9 | 20 | 7 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.99B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.02B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.76B | 4.28 | 7.66 | 19.64 | ||
Columbia Dividend Income A | 4.44B | 4.56 | 7.13 | 10.44 | ||
Columbia Disciplined Core A | 4.15B | 6.44 | 7.48 | 11.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.11 | 430.32 | +0.04% | |
Apple | US0378331005 | 6.33 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 5.70 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 4.78 | 182.15 | +0.77% | |
Meta Platforms | US30303M1027 | 3.23 | 479.92 | +0.36% |
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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