Mutual Fund Insights: Columbia Retirement 2030 Z Fund (BFFZX)

In-depth Analysis of Columbia Retirement 2030 Z Fund (BFFZX)

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See Columbia Retirement 2030 Z Fund (BFFZX) performance details as of February 28, 2010

  

Last Trade: $9.90 on 3/19/2010, Change: -0.06 (-0.6%)

  

Fund Manager - Anwiti M Bahuguna

Fund Manager Tenure: 3.6 years   [Similar Funds: BFFAX  BFFCX  BFFRX ]
Fundmojo Fund Grade: B (Score: 0.62)     (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 2030 Z Fund (BFFZX)

Data for Columbia Retirement 2030 Z Fund (BFFZX) as of February 28, 2010

• Columbia Retirement 2030 Z Fund (BFFZX) management has been with Columbia Retirement 2030 Z Fund for 3.6 years
• Columbia Retirement 2030 Z Fund (BFFZX) has a Morningstar rating of 4 and above
• Columbia Retirement 2030 Z Fund (BFFZX) has an annual stock turnover rate of 16.00% vs Target Date 2026-2030 average of 35.55%. It is good that Columbia Retirement 2030 Z management does not trade extensively for its return.
• Columbia Retirement 2030 Z Fund (BFFZX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.32, lower than category average of 19.58
• Columbia Retirement 2030 Z Fund (BFFZX) has a lower management fee than its Target Date 2026-2030 average: 0.10% vs 0.63%
• Columbia Retirement 2030 Z Fund (BFFZX) 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 2030 Z Fund (BFFZX)

Data for Columbia Retirement 2030 Z Fund (BFFZX) as of February 28, 2010

• Columbia Retirement 2030 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 2030 Z Fund (BFFZX) has a less-than-ideal short-term performance (1-year return 46.25% vs 48.70 % Target Date 2026-2030 category average)
• Columbia Retirement 2030 Z Fund (BFFZX) has a less-than-ideal mid-term performance (3-year return -3.76% vs -4.96 % Target Date 2026-2030 category average)
• Columbia Retirement 2030 Z Fund (BFFZX) ratio of up-years vs down years can be improved

See Columbia Retirement 2030 Z Fund (BFFZX) performance details as of February 28, 2010

  

  

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Columbia Retirement 2030 Z Fund (BFFZX) Net Asset

Track net asset change of Columbia Retirement 2030 Z fund (BFFZX)

Date	Net Asset
02/2010	$5.24M
01/2010	$4.74M
11/2009	$4.60M

More historic net asset information on Columbia Retirement 2030 Z Fund (BFFZX)

  

Columbia Retirement 2030 Z Fund (BFFZX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2030 Z fund (BFFZX)

Date	Cash	Stock	Bond	Other
11/2009	2.04%	75.24%	22.34%	0.39%
09/2009	2.74%	74.06%	22.91%	0.3%
08/2009	3.02%	74.01%	22.63%	0.34%

Click here to see more historic asset allocation information on Columbia Retirement 2030 Z Fund (BFFZX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2030 Z Fund (BFFZX)

Discover what Columbia Retirement 2030 Z Fund (BFFZX) manager is buying

30-Nov-09 Columbia Large Cap Enhanced Core Z [29.6%] Columbia Total Return Bond Z [20.09%] Columbia Multi-Advisor Intl Equity Z [13.84%] Columbia Large Cap Value Z [8.01%] Columbia Marsico Focused Eq Z [8.01%] Columbia Mid Cap Value Z [5.96%] Columbia Mid Cap Growth Z [5.93%] Columbia Small Cap Value II Z [3.92%] Columbia Small Cap Growth II Z [2.33%] Columbia Acorn International Z [2%]

30-Sep-09 Columbia Large Cap Enhanced Core Z [27.99%] Columbia Total Return Bond Z [21.16%] Columbia Multi-Advisor Intl Equity Z [14%] Columbia Marsico Focused Eq Z [8.46%] Columbia Large Cap Value Z [7.42%] Columbia Mid Cap Growth Z [6.03%] Columbia Mid Cap Value Z [6.01%] Columbia Small Cap Value II Z [3.99%] Columbia Small Cap Growth II Z [2.41%] Columbia Acorn International Z [2.03%]

31-Aug-09 Columbia Large Cap Enhanced Core Z [28.15%] Columbia Total Return Bond Z [20.9%] Columbia Multi-Advisor Intl Equity Z [14.15%] Columbia Marsico Focused Eq Z [8.45%] Columbia Large Cap Value Z [7.47%] Columbia Mid Cap Value Z [5.97%] Columbia Mid Cap Growth Z [5.93%] Columbia Small Cap Value II Z [3.99%] Columbia Small Cap Growth II Z [2.42%] Columbia Acorn International Z [2.01%]

Click here for Stock Holding Change Map in Columbia Retirement 2030 Z Fund (BFFZX)

  

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See more information on Columbia Retirement 2030 Z Fund (BFFZX)

• Columbia Retirement 2030 Z Fund Insights
• Columbia Retirement 2030 Z Fund Performance Data
• Columbia Retirement 2030 Z Fund News
• Columbia Retirement 2030 Z Fund Score Explaination
• Columbia Retirement 2030 Z Fund Manager Information
• Historic Columbia Retirement 2030 Z Fund Asset Allocation Report
• Historic Columbia Retirement 2030 Z Fund Top 10 Holding Tracking
• Historic Columbia Retirement 2030 Z Fund Asset Under Management Tracking