Mutual Fund Insights: Columbia Retirement 2025 R Fund (BFERX)

In-depth Analysis of Columbia Retirement 2025 R Fund (BFERX)

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See Columbia Retirement 2025 R Fund (BFERX) performance details as of February 28, 2010

  

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

  

Fund Manager - Anwiti M Bahuguna

Fund Manager Tenure: 3.6 years   [Similar Funds: BFEAX  BFECX  BFEZX ]
Fundmojo Fund Grade: C (Score: 0.57)     (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 2025 R Fund (BFERX)

Data for Columbia Retirement 2025 R Fund (BFERX) as of February 28, 2010

• Columbia Retirement 2025 R Fund (BFERX) management has been with Columbia Retirement 2025 R Fund for 3.6 years
• Columbia Retirement 2025 R Fund (BFERX) has an annual stock turnover rate of 25.00% vs Target Date 2021-2025 average of 29.23%. It is good that Columbia Retirement 2025 R management does not trade extensively for its return.
• Columbia Retirement 2025 R Fund (BFERX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.53, lower than category average of 18.83

  

 What we are cautious about Columbia Retirement 2025 R Fund (BFERX)

Data for Columbia Retirement 2025 R Fund (BFERX) as of February 28, 2010

• Columbia Retirement 2025 R Fund is a focused fund with 99.98% 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 R Fund (BFERX) has a less-than-ideal short-term performance (1-year return 43.20% vs 47.78 % Target Date 2021-2025 category average)
• Columbia Retirement 2025 R Fund (BFERX) has a less-than-ideal mid-term performance (3-year return -3.81% vs -4.29 % Target Date 2021-2025 category average)
• Columbia Retirement 2025 R Fund (BFERX) ratio of up-years vs down years can be improved
• Columbia Retirement 2025 R Fund (BFERX) has a Morningstar rating of 3 and below
• Columbia Retirement 2025 R Fund (BFERX) has a higher management fee of 0.60% than its Target Date 2021-2025 average of 0.58%
• Even though Columbia Retirement 2025 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Columbia Retirement 2025 R Fund (BFERX) performance details as of February 28, 2010

  

  

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Columbia Retirement 2025 R Fund (BFERX) Net Asset

Track net asset change of Columbia Retirement 2025 R fund (BFERX)

Date	Net Asset
02/2010	$2.43M
01/2010	$10.00K
11/2009	$10.00K

More historic net asset information on Columbia Retirement 2025 R Fund (BFERX)

  

Columbia Retirement 2025 R Fund (BFERX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2025 R fund (BFERX)

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 R Fund (BFERX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2025 R Fund (BFERX)

Discover what Columbia Retirement 2025 R Fund (BFERX) 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 R Fund (BFERX)

  

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Latest News on Columbia Retirement 2025 R (BFERX)

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See more information on Columbia Retirement 2025 R Fund (BFERX)

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