Mutual Fund Insights: Columbia Retirement 2015 Z Fund (BFCZX)

In-depth Analysis of Columbia Retirement 2015 Z Fund (BFCZX)

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See Columbia Retirement 2015 Z Fund (BFCZX) performance details as of January 31, 2010

  

Last Trade: $9.48 on 3/18/2010, Change: -0.02 (-0.21%)

  

Fund Manager - Anwiti Bahuguna

Fund Manager Tenure: 3.5 years   [Similar Funds: BFCAX  BFCCX  BFCRX ]
Fundmojo Fund Grade: C (Score: 0.57)     (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 2015 Z Fund (BFCZX)

Data for Columbia Retirement 2015 Z Fund (BFCZX) as of January 31, 2010

• Columbia Retirement 2015 Z Fund (BFCZX) management has been with Columbia Retirement 2015 Z Fund for 3.5 years
• Columbia Retirement 2015 Z Fund (BFCZX) has good short-term performance (1-year return 28.21% vs 27.60% Target Date 2011-2015 category average)
• Columbia Retirement 2015 Z Fund (BFCZX) has good mid-term performance (3-year return -2.64% vs -3.32% Target Date 2011-2015 category average)
• Columbia Retirement 2015 Z Fund (BFCZX) has an annual stock turnover rate of 24.00% vs Target Date 2011-2015 average of 37.13%. It is good that Columbia Retirement 2015 Z management does not trade extensively for its return.
• Columbia Retirement 2015 Z Fund (BFCZX) 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 2015 Z Fund (BFCZX)

Data for Columbia Retirement 2015 Z Fund (BFCZX) as of January 31, 2010

• Columbia Retirement 2015 Z Fund is a focused fund with 98.74% 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 2015 Z Fund (BFCZX) ratio of up-years vs down years can be improved
• Columbia Retirement 2015 Z Fund (BFCZX) has a Morningstar rating of 3 and below
• Columbia Retirement 2015 Z Fund (BFCZX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.38 that is higher than category average of 15.14
• Columbia Retirement 2015 Z Fund (BFCZX) has a higher management fee of 0.80% than its Target Date 2011-2015 average of 0.62%

See Columbia Retirement 2015 Z Fund (BFCZX) performance details as of January 31, 2010

  

  

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Columbia Retirement 2015 Z Fund (BFCZX) Net Asset

Track net asset change of Columbia Retirement 2015 Z fund (BFCZX)

Date	Net Asset
01/2010	$1.63M
11/2009	$1.68M
10/2009	$1.61M

More historic net asset information on Columbia Retirement 2015 Z Fund (BFCZX)

  

Columbia Retirement 2015 Z Fund (BFCZX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2015 Z fund (BFCZX)

Date	Cash	Stock	Bond	Other
11/2009	3.21%	58.64%	37.62%	0.53%
09/2009	4.06%	59.75%	35.91%	0.27%
08/2009	4.4%	59.25%	36.04%	0.31%

Click here to see more historic asset allocation information on Columbia Retirement 2015 Z Fund (BFCZX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2015 Z Fund (BFCZX)

Discover what Columbia Retirement 2015 Z Fund (BFCZX) manager is buying

30-Nov-09 Columbia Total Return Bond Z [34.88%] Columbia Large Cap Enhanced Core Z [27.59%] Columbia Multi-Advisor Intl Equity Z [12.01%] Columbia Marsico Focused Eq Z [5.49%] Columbia Large Cap Value Z [5.46%] Columbia Mid Cap Value Z [4.43%] Columbia Mid Cap Growth Z [4.42%] Columbia Small Cap Value II Z [2.22%] Columbia Small Cap Growth II Z [1.57%] Columbia Acorn International Z [0.67%]

30-Sep-09 Columbia Total Return Bond Z [33.84%] Columbia Large Cap Enhanced Core Z [26.52%] Columbia Multi-Advisor Intl Equity Z [12.65%] Columbia Marsico Focused Eq Z [5.8%] Columbia Large Cap Value Z [5.28%] Columbia Mid Cap Growth Z [4.72%] Columbia Mid Cap Value Z [4.69%] Columbia Small Cap Value II Z [2.36%] Columbia Small Cap Growth II Z [1.66%] Columbia Acorn International Z [0.69%]

31-Aug-09 Columbia Total Return Bond Z [33.97%] Columbia Large Cap Enhanced Core Z [26.41%] Columbia Multi-Advisor Intl Equity Z [12.68%] Columbia Marsico Focused Eq Z [5.74%] Columbia Large Cap Value Z [5.3%] Columbia Mid Cap Value Z [4.64%] Columbia Mid Cap Growth Z [4.62%] Columbia Small Cap Value II Z [2.34%] Columbia Small Cap Growth II Z [1.63%] Columbia Acorn International Z [0.69%]

Click here for Stock Holding Change Map in Columbia Retirement 2015 Z Fund (BFCZX)

  

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See more information on Columbia Retirement 2015 Z Fund (BFCZX)

• Columbia Retirement 2015 Z Fund Insights
• Columbia Retirement 2015 Z Fund Performance Data
• Columbia Retirement 2015 Z Fund News
• Columbia Retirement 2015 Z Fund Score Explaination
• Columbia Retirement 2015 Z Fund Manager Information
• Historic Columbia Retirement 2015 Z Fund Asset Allocation Report
• Historic Columbia Retirement 2015 Z Fund Top 10 Holding Tracking
• Historic Columbia Retirement 2015 Z Fund Asset Under Management Tracking