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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1137 | 1494 | 1358 | 2222 | 3816 |
Fund Return | 9.56% | 13.67% | 49.42% | 10.73% | 17.31% | 14.33% |
Place in category | 686 | 879 | 261 | 258 | 166 | 160 |
% in Category | 54 | 69 | 22 | 26 | 19 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.99B | 15.22 | 8.54 | 11.18 | ||
Columbia Dividend Income Y | 8.77B | 15.32 | 8.66 | 11.33 | ||
Columbia Seligman Comms & Info A | 7.86B | 15.78 | 8.25 | 19.25 | ||
Columbia Contrarian Core Z | 6.4B | 19.12 | 9.59 | 12.74 | ||
Columbia Dividend Income A | 4.73B | 15.06 | 8.27 | 10.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.46B | 19.33 | 5.25 | 12.91 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Vanguard Growth Index Adm | 82.18B | 21.13 | 7.62 | 15.05 | ||
JPMorgan Large Cap Growth R6 | 63.38B | 24.62 | 8.70 | 17.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.14 | 420.69 | -2.23% | |
Apple | US0378331005 | 9.32 | 226.21 | -2.91% | |
NVIDIA | US67066G1040 | 8.27 | 117.00 | -3.66% | |
Amazon.com | US0231351067 | 7.33 | 185.13 | -0.64% | |
Meta Platforms | US30303M1027 | 5.11 | 576.47 | +0.70% |
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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