Mutual Fund Insights: Columbia Retirement 2035 Z Fund (BAGZX)

In-depth Analysis of Columbia Retirement 2035 Z Fund (BAGZX)

3 months 6 months 1 year 3 year 5 year

See Columbia Retirement 2035 Z Fund (BAGZX) performance details as of February 28, 2010

  

Last Trade: $8.33 on 3/19/2010, Change: -0.05 (-0.6%)

  

Fund Manager - Anwiti M Bahuguna

Fund Manager Tenure: 3.6 years   [Similar Funds: BAGCX  BAGRX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Anwiti M 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 M Bahuguna

  

 What we like about Columbia Retirement 2035 Z Fund (BAGZX)

Data for Columbia Retirement 2035 Z Fund (BAGZX) as of February 28, 2010

• Columbia Retirement 2035 Z Fund (BAGZX) management has been with Columbia Retirement 2035 Z Fund for 3.6 years
• Columbia Retirement 2035 Z Fund (BAGZX) has a Morningstar rating of 4 and above
• Columbia Retirement 2035 Z Fund (BAGZX) has an annual stock turnover rate of 25.00% vs Target Date 2031-2035 average of 25.73%. It is good that Columbia Retirement 2035 Z management does not trade extensively for its return.
• Columbia Retirement 2035 Z Fund (BAGZX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.36, lower than category average of 20.22
• Columbia Retirement 2035 Z Fund (BAGZX) has a lower management fee than its Target Date 2031-2035 average: 0.10% vs 0.55%
• Columbia Retirement 2035 Z Fund (BAGZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Columbia Retirement 2035 Z Fund (BAGZX)

Data for Columbia Retirement 2035 Z Fund (BAGZX) as of February 28, 2010

• Columbia Retirement 2035 Z Fund is a focused fund with 99.99% 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 Z Fund (BAGZX) has a less-than-ideal short-term performance (1-year return 48.23% vs 52.17 % Target Date 2031-2035 category average)
• Columbia Retirement 2035 Z Fund (BAGZX) has a less-than-ideal mid-term performance (3-year return -4.30% vs -5.11 % Target Date 2031-2035 category average)
• Columbia Retirement 2035 Z Fund (BAGZX) ratio of up-years vs down years can be improved

See Columbia Retirement 2035 Z Fund (BAGZX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2031-2035 category?

Below are some additional Target Date 2031-2035 mutual funds generated out of our database

• See top fund managers for Target Date 2031-2035 Category Funds
• Browse other funds in Target Date 2031-2035 Category

  

Columbia Retirement 2035 Z Fund (BAGZX) Net Asset

Track net asset change of Columbia Retirement 2035 Z fund (BAGZX)

Date	Net Asset
02/2010	$2.89M
01/2010	$3.02M
11/2009	$2.90M

More historic net asset information on Columbia Retirement 2035 Z Fund (BAGZX)

  

Columbia Retirement 2035 Z Fund (BAGZX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2035 Z fund (BAGZX)

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 Z Fund (BAGZX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2035 Z Fund (BAGZX)

Discover what Columbia Retirement 2035 Z Fund (BAGZX) 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 Z Fund (BAGZX)

  

Related books and products to Columbia Retirement 2035 Z Fund (BAGZX)

  

Latest News on Columbia Retirement 2035 Z (BAGZX)

See what is happening with Columbia Retirement 2035 Z Fund (BAGZX)

Yahoo! Finance: RSS feed not found See more news on Columbia Retirement 2035 Z Fund (BAGZX)

 

Books and Resources

 

 

See more information on Columbia Retirement 2035 Z Fund (BAGZX)

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