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Fund Intelligence | Best Managers | CBALX Insights | CBALX Score | CBALX Performance | CBALX Manager | CBALX News | CBALX Allocation | CBALX Holdings Change

Mutual Fund Insights: Columbia Balanced Z Fund (CBALX)

In-depth Analysis of Columbia Balanced Z Fund (CBALX)

Mutual fund chart: Columbia Balanced Z Fund (CBALX)

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See Columbia Balanced Z Fund (CBALX) performance details as of February 28, 2010

  

    Last Trade: $24.75 on 3/19/2010, Change: -0.09 (-0.36%)
Experiment our closing price forecasting tool for Columbia Balanced Z Fund (CBALX) (alpha release)

  

Fund Manager - Ronald L. Stahl

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Stahl, a director of Columbia Management Advisors, LLC, has been associated with U.S. Trust since July 2007 and has been associated with Columbia Management Advisors, LLC or its affiliates since 1998. Ronald L. Stahl holds the Charted Financial Analyst designation.  Get more insights on Ronald L. Stahl

  

What we like about Columbia Balanced Z Fund (CBALX) What we like about Columbia Balanced Z Fund (CBALX)

Data for Columbia Balanced Z Fund (CBALX) as of February 28, 2010

  • Columbia Balanced Z Fund (CBALX) management has been with Columbia Balanced Z Fund for 5.0 years
  • Columbia Balanced Z Fund (CBALX) has good short-term performance (1-year return 40.11% vs 39.25 % Moderate Allocation category average)
  • Columbia Balanced Z Fund (CBALX) has good mid-term performance (3-year return 2.50% vs -2.09 % Moderate Allocation category average)
  • Columbia Balanced Z Fund (CBALX) has good Long-term performance (5-year return 5.08% vs 2.04 % Moderate Allocation category average)
  • Columbia Balanced Z Fund (CBALX) ratio of up-years vs down years is greater than 2
  • Columbia Balanced Z Fund (CBALX) has a Morningstar rating of 4 and above
  • Columbia Balanced Z Fund (CBALX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.42, lower than category average of 14.91
  • Columbia Balanced Z Fund (CBALX) has a lower management fee than its Moderate Allocation average: 0.79% vs 1.03%
  • Columbia Balanced Z Fund (CBALX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Columbia Balanced Z Fund (CBALX) What we are cautious about Columbia Balanced Z Fund (CBALX)

Data for Columbia Balanced Z Fund (CBALX) as of February 28, 2010

  • Columbia Balanced Z Fund (CBALX) has an annual stock turnover rate of 102.00% that is higher than the Moderate Allocation average of 97.84%. This could mean Columbia Balanced Z is more nimble, but also signal potential high tax impact and high trading fees
See Columbia Balanced Z Fund (CBALX) performance details as of February 28, 2010

  

  

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Columbia Balanced Z Fund (CBALX) Net Asset

Track net asset change of Columbia Balanced Z fund (CBALX)

DateNet Asset
02/2010$271.89M
01/2010$212.19M
11/2009$205.77M
More historic net asset information on Columbia Balanced Z Fund (CBALX)

  

Columbia Balanced Z Fund (CBALX) Portfolio Allocation

Track portfolio allocation change of Columbia Balanced Z fund (CBALX)

DateCashStockBondOther
11/20091.7%63.8%33.82%0.67%
09/20093.03%62.94%33.33%0.69%
08/20095.36%62.48%32.16%0%
Click here to see more historic asset allocation information on Columbia Balanced Z Fund (CBALX)

  

Most Recent Top 10 Holdings in Columbia Balanced Z Fund (CBALX)

Discover what Columbia Balanced Z Fund (CBALX) manager is buying

30-Nov-09
United States Treas Nts 2.375% [2.68%]
Microsoft Corporation [2.27%]
ABBOTT LABORATORIES [1.86%]
US Treasury Bond 5.375% [1.83%]
PHILIP MORRIS INTL [1.83%]
JP MORGAN CHASE CO [1.78%]
PFIZER INC [1.68%]
Google Inc. [1.66%]
CHEVRON CORP [1.61%]
HEWLETT PACKARD CO [1.54%]

30-Sep-09
Microsoft Corporation [2.04%]
PHILIP MORRIS INTL [1.89%]
JP MORGAN CHASE CO [1.87%]
ABBOTT LABORATORIES [1.87%]
US Treasury Bond 5.375% [1.72%]
Google Inc. [1.6%]
GOLDMAN SACHS GRP [1.55%]
WELLS FARGO & CO NEW [1.52%]
Apple Inc. [1.52%]
HEWLETT PACKARD CO [1.52%]

31-Aug-09
Microsoft Corporation [2.09%]
JP MORGAN CHASE CO [1.99%]
US Treasury Bond 5.375% [1.91%]
PHILIP MORRIS INTL [1.9%]
Google Inc. [1.69%]
WELLS FARGO & CO NEW [1.63%]
CHEVRON CORP [1.58%]
HEWLETT PACKARD CO [1.54%]
ABBOTT LABORATORIES [1.54%]
GOLDMAN SACHS GRP [1.49%]
Click here for Stock Holding Change Map in Columbia Balanced Z Fund (CBALX)

  

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