Mutual Fund Insights: Columbia Retirement 2035 C Fund (BAGCX)

In-depth Analysis of Columbia Retirement 2035 C Fund (BAGCX)

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See Columbia Retirement 2035 C Fund (BAGCX) performance details as of January 31, 2010

  

Last Trade: $8.29 on 3/15/2010, Change: -0.02 (-0.24%)

  

Fund Manager - Anwiti Bahuguna

Fund Manager Tenure: 3.5 years   [Similar Funds: BAGRX  BAGZX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

Bahuguna is Director of the Columbia Advisor. Bahuguna associated with the Advisor or its predecessors as an investment professional since 2002.  Get more insights on Anwiti Bahuguna

  

 What we like about Columbia Retirement 2035 C Fund (BAGCX)

Data for Columbia Retirement 2035 C Fund (BAGCX) as of January 31, 2010

• Columbia Retirement 2035 C Fund (BAGCX) management has been with Columbia Retirement 2035 C Fund for 3.5 years
• Columbia Retirement 2035 C Fund (BAGCX) has an annual stock turnover rate of 25.00% vs Target Date 2031-2035 average of 34.04%. It is good that Columbia Retirement 2035 C management does not trade extensively for its return.
• Columbia Retirement 2035 C Fund (BAGCX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.18, lower than category average of 20.33

  

 What we are cautious about Columbia Retirement 2035 C Fund (BAGCX)

Data for Columbia Retirement 2035 C Fund (BAGCX) as of January 31, 2010

• Columbia Retirement 2035 C Fund is a focused fund with 99.45% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Columbia Retirement 2035 C Fund (BAGCX) has a less-than-ideal short-term performance (1-year return 31.28% vs 35.67% Target Date 2031-2035 category average)
• Columbia Retirement 2035 C Fund (BAGCX) has a less-than-ideal mid-term performance (3-year return -6.42% vs -6.37% Target Date 2031-2035 category average)
• Columbia Retirement 2035 C Fund (BAGCX) ratio of up-years vs down years can be improved
• Columbia Retirement 2035 C Fund (BAGCX) has a Morningstar rating of 3 and below
• Columbia Retirement 2035 C Fund (BAGCX) is less safe compared to its Target Date 2031-2035 peers
• Columbia Retirement 2035 C Fund (BAGCX) does not have a good risk adjusted return as its 3-year Alpha of -5.78 is worse than category average of -5.45, and its 3-year Sharpe ratio is -0.35
• Columbia Retirement 2035 C Fund (BAGCX) has a higher management fee of 1.85% than its Target Date 2031-2035 average of 0.56%
• Even though Columbia Retirement 2035 C Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See Columbia Retirement 2035 C Fund (BAGCX) performance details as of January 31, 2010

  

  

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Columbia Retirement 2035 C Fund (BAGCX) Net Asset

Track net asset change of Columbia Retirement 2035 C fund (BAGCX)

Date	Net Asset
01/2010	$10.00K
11/2009	$10.00K
10/2009	$10.00K

More historic net asset information on Columbia Retirement 2035 C Fund (BAGCX)

  

Columbia Retirement 2035 C Fund (BAGCX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2035 C fund (BAGCX)

Date	Cash	Stock	Bond	Other
11/2009	2.17%	80.8%	16.69%	0.33%
09/2009	2.99%	79.02%	17.68%	0.31%
08/2009	3.34%	78.88%	17.43%	0.35%

Click here to see more historic asset allocation information on Columbia Retirement 2035 C Fund (BAGCX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2035 C Fund (BAGCX)

Discover what Columbia Retirement 2035 C Fund (BAGCX) manager is buying

30-Nov-09 Columbia Large Cap Enhanced Core Z [30.55%] Columbia Total Return Bond Z [14.86%] Columbia Multi-Advisor Intl Equity Z [14.32%] Columbia Marsico Focused Eq Z [8.93%] Columbia Large Cap Value Z [8.93%] Columbia Mid Cap Value Z [6.33%] Columbia Mid Cap Growth Z [6.32%] Columbia Small Cap Value II Z [4.18%] Columbia Acorn International Z [2.54%] Columbia Small Cap Growth II Z [2.49%]

30-Sep-09 Columbia Large Cap Enhanced Core Z [28.99%] Columbia Total Return Bond Z [16.2%] Columbia Multi-Advisor Intl Equity Z [14.38%] Columbia Marsico Focused Eq Z [9.35%] Columbia Large Cap Value Z [8.35%] Columbia Mid Cap Value Z [6.34%] Columbia Mid Cap Growth Z [6.33%] Columbia Small Cap Value II Z [4.18%] Columbia Acorn International Z [2.55%] Columbia Small Cap Growth II Z [2.51%]

31-Aug-09 Columbia Large Cap Enhanced Core Z [29.03%] Columbia Total Return Bond Z [15.97%] Columbia Multi-Advisor Intl Equity Z [14.38%] Columbia Marsico Focused Eq Z [9.38%] Columbia Large Cap Value Z [8.38%] Columbia Mid Cap Value Z [6.35%] Columbia Mid Cap Growth Z [6.3%] Columbia Small Cap Value II Z [4.21%] Columbia Acorn International Z [2.55%] Columbia Small Cap Growth II Z [2.53%]

Click here for Stock Holding Change Map in Columbia Retirement 2035 C Fund (BAGCX)

  

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Latest News on Columbia Retirement 2035 C (BAGCX)

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See more information on Columbia Retirement 2035 C Fund (BAGCX)

• Columbia Retirement 2035 C Fund Insights
• Columbia Retirement 2035 C Fund Performance Data
• Columbia Retirement 2035 C Fund News
• Columbia Retirement 2035 C Fund Score Explaination
• Columbia Retirement 2035 C Fund Manager Information
• Historic Columbia Retirement 2035 C Fund Asset Allocation Report
• Historic Columbia Retirement 2035 C Fund Top 10 Holding Tracking
• Historic Columbia Retirement 2035 C Fund Asset Under Management Tracking