Financial Optimization through Technology Innovation

Top Fund Managers

Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director

Bookmark this site!

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance

Fund Mojo on Facebook

Mutual Fund Insights: Columbia Retirement 2010 R Fund (BFBRX)

In-depth Analysis of Columbia Retirement 2010 R Fund (BFBRX)

Mutual fund chart: Columbia Retirement 2010 R Fund (BFBRX)

3 months
6 months
1 year
3 year
5 year

See Columbia Retirement 2010 R Fund (BFBRX) performance details as of January 31, 2010

Last Trade: $10.53 on 3/12/2010, Change: +0.01 (0.1%)

Fund Manager - Anwiti Bahuguna

Fund Manager Tenure: 3.5 years [Similar Funds: BFBAX BFBCX BFBZX ]
Fundmojo Fund Grade: D (Score: 0.48) (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 2010 R Fund (BFBRX)

Data for Columbia Retirement 2010 R Fund (BFBRX) as of January 31, 2010

Columbia Retirement 2010 R Fund (BFBRX) management has been with Columbia Retirement 2010 R Fund for 3.5 years
Columbia Retirement 2010 R Fund (BFBRX) has good short-term performance (1-year return 27.04% vs 25.58% Target Date 2000-2010 category average)
Columbia Retirement 2010 R Fund (BFBRX) ratio of up-years vs down years is greater than 2
Columbia Retirement 2010 R Fund (BFBRX) has an annual stock turnover rate of 23.00% vs Target Date 2000-2010 average of 52.58%. It is good that Columbia Retirement 2010 R management does not trade extensively for its return.

What we are cautious about Columbia Retirement 2010 R Fund (BFBRX)

Data for Columbia Retirement 2010 R Fund (BFBRX) as of January 31, 2010

Columbia Retirement 2010 R Fund is a focused fund with 99.10% 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 2010 R Fund (BFBRX) has a less-than-ideal mid-term performance (3-year return -2.53% vs -1.69% Target Date 2000-2010 category average)
Columbia Retirement 2010 R Fund (BFBRX) has a Morningstar rating of 3 and below
Columbia Retirement 2010 R Fund (BFBRX) is less safe compared to its Target Date 2000-2010 peers
Columbia Retirement 2010 R Fund (BFBRX) does not have a good risk adjusted return as its 3-year Alpha of -2.75 is worse than category average of -2.15, and its 3-year Sharpe ratio is -0.24
Columbia Retirement 2010 R Fund (BFBRX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.56 that is higher than category average of 13.15
Columbia Retirement 2010 R Fund (BFBRX) has a higher management fee of 1.29% than its Target Date 2000-2010 average of 0.60%
Even though Columbia Retirement 2010 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Columbia Retirement 2010 R Fund (BFBRX) performance details as of January 31, 2010

Interested in other top mutual funds in similar Target Date 2000-2010 category?

Below are some additional Target Date 2000-2010 mutual funds generated out of our database

Columbia Retirement 2010 R Fund (BFBRX) Net Asset

Track net asset change of Columbia Retirement 2010 R fund (BFBRX)

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

More historic net asset information on Columbia Retirement 2010 R Fund (BFBRX)

Columbia Retirement 2010 R Fund (BFBRX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2010 R fund (BFBRX)

Date	Cash	Stock	Bond	Other
11/2009	3.1%	54.07%	42.24%	0.6%
09/2009	4.27%	53.01%	42.41%	0.32%
08/2009	4.71%	52.85%	42.1%	0.35%

Click here to see more historic asset allocation information on Columbia Retirement 2010 R Fund (BFBRX)

Most Recent Top 10 Holdings in Columbia Retirement 2010 R Fund (BFBRX)

Discover what Columbia Retirement 2010 R Fund (BFBRX) manager is buying

30-Nov-09

Columbia Total Return Bond Z [37.94%]
Columbia Large Cap Enhanced Core Z [26.12%]
Columbia Multi-Advisor Intl Equity Z [11.77%]
Columbia Marsico Focused Eq Z [4.76%]
Columbia Large Cap Value Z [4.76%]
Columbia Mid Cap Growth Z [4.14%]
Columbia Mid Cap Value Z [4.14%]
Columbia Small Cap Value II Z [2.08%]
Columbia High Income Z [1.94%]
Columbia Small Cap Growth II Z [1.45%]

30-Sep-09

Columbia Total Return Bond Z [38.78%]
Columbia Large Cap Enhanced Core Z [24.48%]
Columbia Multi-Advisor Intl Equity Z [11.78%]
Columbia Marsico Focused Eq Z [4.94%]
Columbia Large Cap Value Z [4.44%]
Columbia Mid Cap Growth Z [4.17%]
Columbia Mid Cap Value Z [4.14%]
Columbia Small Cap Value II Z [2.08%]
Columbia High Income Z [1.86%]
Columbia Small Cap Growth II Z [1.47%]

31-Aug-09

Columbia Total Return Bond Z [38.5%]
Columbia Large Cap Enhanced Core Z [24.49%]
Columbia Multi-Advisor Intl Equity Z [11.8%]
Columbia Marsico Focused Eq Z [4.95%]
Columbia Large Cap Value Z [4.46%]
Columbia Mid Cap Value Z [4.13%]
Columbia Mid Cap Growth Z [4.1%]
Columbia Small Cap Value II Z [2.08%]
Columbia High Income Z [1.81%]
Columbia Small Cap Growth II Z [1.46%]

Click here for Stock Holding Change Map in Columbia Retirement 2010 R Fund (BFBRX)

Related books and products to Columbia Retirement 2010 R Fund (BFBRX)

Latest News on Columbia Retirement 2010 R (BFBRX)

See what is happening with Columbia Retirement 2010 R Fund (BFBRX)

Yahoo! Finance: RSS feed not found

See more news on Columbia Retirement 2010 R Fund (BFBRX)

Books and Resources

See more information on Columbia Retirement 2010 R Fund (BFBRX)

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.