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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1137 | 1489 | 1355 | 2214 | 3784 |
Fund Return | 9.57% | 13.66% | 48.91% | 10.65% | 17.23% | 14.24% |
Place in category | 146 | 192 | 79 | 63 | 61 | 70 |
% in Category | 53 | 70 | 25 | 28 | 19 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.18B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.11B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.67B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 6.06B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.48B | 4.56 | 7.13 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.23B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.29 | 430.52 | +0.35% | |
Apple | US0378331005 | 9.40 | 190.90 | -0.75% | |
NVIDIA | US67066G1040 | 8.39 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 7.50 | 183.13 | -0.01% | |
Meta Platforms | US30303M1027 | 5.10 | 467.78 | +0.68% |
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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