Mutual Fund Insights: Columbia Retirement 2040 R Fund (BFHRX)

In-depth Analysis of Columbia Retirement 2040 R Fund (BFHRX)

3 months 6 months 1 year 3 year 5 year

See Columbia Retirement 2040 R Fund (BFHRX) performance details as of January 31, 2010

  

Last Trade: $9.70 on 3/19/2010, Change: -0.07 (-0.72%)

  

Fund Manager - Anwiti Bahuguna

Fund Manager Tenure: 3.6 years   [Similar Funds: BFHAX  BFHCX  BFHZX ]
Fundmojo Fund Grade: B (Score: 0.6)     (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 2040 R Fund (BFHRX)

Data for Columbia Retirement 2040 R Fund (BFHRX) as of January 31, 2010

• Columbia Retirement 2040 R Fund (BFHRX) management has been with Columbia Retirement 2040 R Fund for 3.6 years
• Columbia Retirement 2040 R Fund (BFHRX) has good mid-term performance (3-year return -6.60% vs -6.79% Target Date 2036-2040 category average)
• Columbia Retirement 2040 R Fund (BFHRX) has an annual stock turnover rate of 15.00% vs Target Date 2036-2040 average of 42.51%. It is good that Columbia Retirement 2040 R management does not trade extensively for its return.
• Columbia Retirement 2040 R Fund (BFHRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.07, lower than category average of 20.67

  

 What we are cautious about Columbia Retirement 2040 R Fund (BFHRX)

Data for Columbia Retirement 2040 R Fund (BFHRX) as of January 31, 2010

• Columbia Retirement 2040 R Fund is a focused fund with 99.77% 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 2040 R Fund (BFHRX) has a less-than-ideal short-term performance (1-year return 32.70% vs 36.44% Target Date 2036-2040 category average)
• Columbia Retirement 2040 R Fund (BFHRX) ratio of up-years vs down years can be improved
• Columbia Retirement 2040 R Fund (BFHRX) has a Morningstar rating of 3 and below
• Columbia Retirement 2040 R Fund (BFHRX) is less safe compared to its Target Date 2036-2040 peers
• Columbia Retirement 2040 R Fund (BFHRX) has a higher management fee of 1.37% than its Target Date 2036-2040 average of 0.64%
• Even though Columbia Retirement 2040 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Columbia Retirement 2040 R Fund (BFHRX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2036-2040 category?

Below are some additional Target Date 2036-2040 mutual funds generated out of our database

• See top fund managers for Target Date 2036-2040 Category Funds
• Browse other funds in Target Date 2036-2040 Category

  

Columbia Retirement 2040 R Fund (BFHRX) Net Asset

Track net asset change of Columbia Retirement 2040 R fund (BFHRX)

Date	Net Asset
01/2010	$140.00K
11/2009	$10.00K
10/2009	$10.00K

More historic net asset information on Columbia Retirement 2040 R Fund (BFHRX)

  

Columbia Retirement 2040 R Fund (BFHRX) Portfolio Allocation

Track portfolio allocation change of Columbia Retirement 2040 R fund (BFHRX)

Date	Cash	Stock	Bond	Other
11/2009	1.77%	86.58%	11.36%	0.29%
09/2009	2.44%	84.82%	12.41%	0.32%
08/2009	2.72%	84.61%	12.3%	0.37%

Click here to see more historic asset allocation information on Columbia Retirement 2040 R Fund (BFHRX)

  

Most Recent Top 10 Holdings in Columbia Retirement 2040 R Fund (BFHRX)

Discover what Columbia Retirement 2040 R Fund (BFHRX) manager is buying

30-Nov-09 Columbia Large Cap Enhanced Core Z [29.8%] Columbia Multi-Advisor Intl Equity Z [14.7%] Columbia Total Return Bond Z [10.01%] Columbia Marsico Focused Eq Z [9.92%] Columbia Large Cap Value Z [9.92%] Columbia Mid Cap Value Z [7.16%] Columbia Mid Cap Growth Z [7.15%] Columbia Small Cap Value II Z [4.88%] Columbia Acorn International Z [3.14%] Columbia Small Cap Growth II Z [3.09%]

30-Sep-09 Columbia Large Cap Enhanced Core Z [28.16%] Columbia Multi-Advisor Intl Equity Z [14.87%] Columbia Total Return Bond Z [11.28%] Columbia Marsico Focused Eq Z [10.37%] Columbia Large Cap Value Z [9.37%] Columbia Mid Cap Growth Z [7.23%] Columbia Mid Cap Value Z [7.22%] Columbia Small Cap Value II Z [4.91%] Columbia Acorn International Z [3.17%] Columbia Small Cap Growth II Z [3.13%]

31-Aug-09 Columbia Large Cap Enhanced Core Z [28.25%] Columbia Multi-Advisor Intl Equity Z [14.87%] Columbia Total Return Bond Z [11.18%] Columbia Marsico Focused Eq Z [10.41%] Columbia Large Cap Value Z [9.4%] Columbia Mid Cap Value Z [7.19%] Columbia Mid Cap Growth Z [7.16%] Columbia Small Cap Value II Z [4.94%] Columbia Acorn International Z [3.16%] Columbia Small Cap Growth II Z [3.14%]

Click here for Stock Holding Change Map in Columbia Retirement 2040 R Fund (BFHRX)

  

Related books and products to Columbia Retirement 2040 R Fund (BFHRX)

  

Latest News on Columbia Retirement 2040 R (BFHRX)

See what is happening with Columbia Retirement 2040 R Fund (BFHRX)

Yahoo! Finance: RSS feed not found See more news on Columbia Retirement 2040 R Fund (BFHRX)

 

Books and Resources

 

 

See more information on Columbia Retirement 2040 R Fund (BFHRX)

• Columbia Retirement 2040 R Fund Insights
• Columbia Retirement 2040 R Fund Performance Data
• Columbia Retirement 2040 R Fund News
• Columbia Retirement 2040 R Fund Score Explaination
• Columbia Retirement 2040 R Fund Manager Information
• Historic Columbia Retirement 2040 R Fund Asset Allocation Report
• Historic Columbia Retirement 2040 R Fund Top 10 Holding Tracking
• Historic Columbia Retirement 2040 R Fund Asset Under Management Tracking