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Fund Intelligence | Best Managers | LQPBX Insights | LQPBX Score | LQPBX Performance | LQPBX Manager | LQPBX News | LQPBX Allocation | LQPBX Holdings Change

Columbia Core Bond B Fund (LQPBX)

Fund performance review and position details on Columbia Core Bond B Fund (LQPBX)

    Last Trade: $10.78 on 3/15/2010, Change: 0.00 (0%)

  

Columbia Core Bond B Fund (LQPBX) Fund Statistics (January 31, 2010)

Category: Intermediate-Term Bond
Net Asset: $11.09M
Yield: 2.98%
Year-to-Date Return: 1.63%
Morningstar rating: 2

Columbia Core Bond B Fund (LQPBX) Cost

Initial Investment: $2,500
Total Expense Ratio (Intermediate-Term Bond average): 1.55% (0.95%)
Max Front End Sales Load: %
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: %

Columbia Core Bond B Fund (LQPBX) Performance

1-month Performance (Intermediate-Term Bond category average): 1.63% (1.70%)
3-month Performance (Intermediate-Term Bond category average): 1.32% (2.02%)
1 Year Performance (Intermediate-Term Bond category average): 10.41% (15.89%)
3 Year Performance (Intermediate-Term Bond category average): 4.56% (5.02%)
5 Year Performance (Intermediate-Term Bond category average): 3.35% (4.10%)
Best 3 year performance: 3.94%
Worst 3 year performance: 2.06%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Intermediate-Term Bond category average): -1.83 (-1.42)
3 year Beta (Intermediate-Term Bond category average): 0.98 (1.01)
3 year Sharpe Ratio: 0.59
3 year Treynor: 2.64

  

Most Recent Top 10 Stock Holdings in Columbia Core Bond B Fund (LQPBX) as of 31-Oct-09

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
United States Treas Nts 2.375%14.3%N/A
United States Treas Nts 1%6.6%N/A
FHLMC 5.5%5.55%N/A
US Treasury Bond (Fut)5.24%N/A
FNMA2.25%N/A
GNMA 5%1.86%N/A
US Treasury Bond 6.125%1.57%N/A
FNMA1.53%N/A
US Treasury Note 1.625%1.4%N/A
Greenwich Cap Cmbs 2004-Gg1 CMO1.02%N/A
*Note: The price change will reset to 0 after the midnight

Columbia Core Bond B Fund (LQPBX) Fund Portfolio Allocation for 10/2009

Stock0%
Bond92.97%
Cash6.03%
Other1%

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