Mutual Fund Insights: Columbia Retirement 2025 C Fund (BFECX)

In-depth Analysis of Columbia Retirement 2025 C Fund (BFECX)

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See Columbia Retirement 2025 C Fund (BFECX) performance details as of January 31, 2010

  

Last Trade: $8.24 on 3/19/2010, Change: -0.05 (-0.6%)

  

Fund Manager - Anwiti Bahuguna

Fund Manager Tenure: 3.6 years   [Similar Funds: BFEAX  BFERX  BFEZX ]
Fundmojo Fund Grade: C (Score: 0.52)     (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 2025 C Fund (BFECX)

Data for Columbia Retirement 2025 C Fund (BFECX) as of January 31, 2010

• Columbia Retirement 2025 C Fund (BFECX) management has been with Columbia Retirement 2025 C Fund for 3.6 years
• Columbia Retirement 2025 C Fund (BFECX) has good mid-term performance (3-year return -5.26% vs -5.32% Target Date 2021-2025 category average)
• Columbia Retirement 2025 C Fund (BFECX) has an annual stock turnover rate of 25.00% vs Target Date 2021-2025 average of 35.56%. It is good that Columbia Retirement 2025 C management does not trade extensively for its return.
• Columbia Retirement 2025 C Fund (BFECX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.4, lower than category average of 18.88

  

 What we are cautious about Columbia Retirement 2025 C Fund (BFECX)

Data for Columbia Retirement 2025 C Fund (BFECX) as of January 31, 2010

• Columbia Retirement 2025 C Fund is a focused fund with 99.30% 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 2025 C Fund (BFECX) has a less-than-ideal short-term performance (1-year return 28.99% vs 33.34% Target Date 2021-2025 category average)
• Columbia Retirement 2025 C Fund (BFECX) ratio of up-years vs down years can be improved
• Columbia Retirement 2025 C Fund (BFECX) has a Morningstar rating of 3 and below
• Columbia Retirement 2025 C Fund (BFECX) is less safe compared to its Target Date 2021-2025 peers
• Columbia Retirement 2025 C Fund (BFECX) does not have a good risk adjusted return as its 3-year Alpha of -4.98 is worse than category average of -4.69, and its 3-year Sharpe ratio is -0.34
• Columbia Retirement 2025 C Fund (BFECX) has a higher management fee of 1.83% than its Target Date 2021-2025 average of 0.58%
• Even though Columbia Retirement 2025 C Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See Columbia Retirement 2025 C Fund (BFECX) performance details as of January 31, 2010

  

  

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Columbia Retirement 2025 C Fund (BFECX) Net Asset

Track net asset change of Columbia Retirement 2025 C fund (BFECX)

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

More historic net asset information on Columbia Retirement 2025 C Fund (BFECX)

  

Columbia Retirement 2025 C Fund (BFECX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2025 C fund (BFECX)

Date	Cash	Stock	Bond	Other
11/2009	2.52%	69.38%	27.65%	0.44%
09/2009	3.38%	68.52%	27.81%	0.29%
08/2009	3.58%	68.46%	27.64%	0.33%

Click here to see more historic asset allocation information on Columbia Retirement 2025 C Fund (BFECX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2025 C Fund (BFECX)

Discover what Columbia Retirement 2025 C Fund (BFECX) manager is buying

30-Nov-09 Columbia Large Cap Enhanced Core Z [28.34%] Columbia Total Return Bond Z [25.14%] Columbia Multi-Advisor Intl Equity Z [13.27%] Columbia Large Cap Value Z [7.09%] Columbia Marsico Focused Eq Z [7.08%] Columbia Mid Cap Value Z [5.55%] Columbia Mid Cap Growth Z [5.52%] Columbia Small Cap Value II Z [3.28%] Columbia Small Cap Growth II Z [2.54%] Columbia Acorn International Z [1.49%]

30-Sep-09 Columbia Large Cap Enhanced Core Z [26.84%] Columbia Total Return Bond Z [25.89%] Columbia Multi-Advisor Intl Equity Z [13.4%] Columbia Marsico Focused Eq Z [7.54%] Columbia Large Cap Value Z [6.59%] Columbia Mid Cap Value Z [5.62%] Columbia Mid Cap Growth Z [5.58%] Columbia Small Cap Value II Z [3.34%] Columbia Small Cap Growth II Z [2.59%] Columbia Acorn International Z [1.48%]

31-Aug-09 Columbia Large Cap Enhanced Core Z [26.88%] Columbia Total Return Bond Z [25.72%] Columbia Multi-Advisor Intl Equity Z [13.51%] Columbia Marsico Focused Eq Z [7.57%] Columbia Large Cap Value Z [6.59%] Columbia Mid Cap Value Z [5.6%] Columbia Mid Cap Growth Z [5.56%] Columbia Small Cap Value II Z [3.35%] Columbia Small Cap Growth II Z [2.59%] Columbia Acorn International Z [1.5%]

Click here for Stock Holding Change Map in Columbia Retirement 2025 C Fund (BFECX)

  

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Latest News on Columbia Retirement 2025 C (BFECX)

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See more information on Columbia Retirement 2025 C Fund (BFECX)

• Columbia Retirement 2025 C Fund Insights
• Columbia Retirement 2025 C Fund Performance Data
• Columbia Retirement 2025 C Fund News
• Columbia Retirement 2025 C Fund Score Explaination
• Columbia Retirement 2025 C Fund Manager Information
• Historic Columbia Retirement 2025 C Fund Asset Allocation Report
• Historic Columbia Retirement 2025 C Fund Top 10 Holding Tracking
• Historic Columbia Retirement 2025 C Fund Asset Under Management Tracking