Mutual Fund Insights: Columbia CA Tax-Exempt B Fund (CCABX)

In-depth Analysis of Columbia CA Tax-Exempt B Fund (CCABX)

3 months 6 months 1 year 3 year 5 year

See Columbia CA Tax-Exempt B Fund (CCABX) performance details as of January 31, 2010

  

Last Trade: $7.39 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - Kimberly Campbell

Fund Manager Tenure: 1.1 years   [Similar Funds: CCAOX  CCAZX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Campbell is a Director of the Columbia Advisor. She associated with the Advisor or its predecessors as an investment professional since 1995.  Get more insights on Kimberly Campbell

  

 What we like about Columbia CA Tax-Exempt B Fund (CCABX)

Data for Columbia CA Tax-Exempt B Fund (CCABX) as of January 31, 2010

• Columbia CA Tax-Exempt B Fund (CCABX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Columbia CA Tax-Exempt B Fund (CCABX) has good mid-term performance (3-year return 2.35% vs 1.89% Muni California Long category average)
• Columbia CA Tax-Exempt B Fund (CCABX) ratio of up-years vs down years is greater than 2
• Columbia CA Tax-Exempt B Fund (CCABX) has an annual stock turnover rate of 14.00% vs Muni California Long average of 32.53%. It is good that Columbia CA Tax-Exempt B management does not trade extensively for its return.
• Columbia CA Tax-Exempt B Fund (CCABX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.22, lower than category average of 8.45

  

 What we are cautious about Columbia CA Tax-Exempt B Fund (CCABX)

Data for Columbia CA Tax-Exempt B Fund (CCABX) as of January 31, 2010

• Columbia CA Tax-Exempt B Fund (CCABX) management has been with Columbia CA Tax-Exempt B Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• Columbia CA Tax-Exempt B Fund (CCABX) has a less-than-ideal short-term performance (1-year return 7.49% vs 12.39% Muni California Long category average)
• Columbia CA Tax-Exempt B Fund (CCABX) has a less-than-ideal Long-term performance (5-year return 2.51% vs 2.63% Muni California Long category average)
• Columbia CA Tax-Exempt B Fund (CCABX) has a Morningstar rating of 3 and below
• Columbia CA Tax-Exempt B Fund (CCABX) has a higher management fee of 1.60% than its Muni California Long average of 1.04%
• Columbia CA Tax-Exempt B Fund (CCABX) carries a 5% load

See Columbia CA Tax-Exempt B Fund (CCABX) performance details as of January 31, 2010

  

  

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Columbia CA Tax-Exempt B Fund (CCABX) Net Asset

Track net asset change of Columbia CA Tax-Exempt B fund (CCABX)

Date	Net Asset
01/2010	$4.39M
11/2009	$4.91M
10/2009	$5.37M

More historic net asset information on Columbia CA Tax-Exempt B Fund (CCABX)

  

Columbia CA Tax-Exempt B Fund (CCABX) Portfolio Allocation

Track portfolio allocation change of Columbia CA Tax-Exempt B fund (CCABX)

Date	Cash	Stock	Bond	Other
10/2009	0.86%	0%	99.12%	0.02%
07/2009	0%	0%	99.63%	0.37%
04/2009	2.93%	0%	97.5%	0.02%

Click here to see more historic asset allocation information on Columbia CA Tax-Exempt B Fund (CCABX)

  

Most Recent Top 10 Holdings in Columbia CA Tax-Exempt B Fund (CCABX)

Discover what Columbia CA Tax-Exempt B Fund (CCABX) manager is buying

31-Oct-09 Central Uni Sch Dist [3.72%] San Joaquin Hills Calif Transn Sr Lien T [2.61%] Oakland Calif Redev Agy Sr Tax Al 5.5% [1.75%] Santa Ana Calif Fing Auth 6.25% [1.66%] California St Pub Wks Brd Leas Lease 5% [1.49%] Golden St Tob Securitization C Tobacc 5% [1.42%] West Covina Calif Redev Agy Cm Ref Bd 6% [1.41%] Loma Linda Calif Hosp Rev Hospital 5% [1.38%] California Infrasct & Ec First Li 5.125% [1.26%] Southern Calif Pub Pwr Auth 6.75% [1.16%]

31-Jul-09 Central Uni Sch Dist [3.76%] San Joaquin Hills Calif Transn Sr Lien T [2.6%] Oakland Calif Redev Agy Sr Tax Al 5.5% [1.77%] Santa Ana Calif Fing Auth 6.25% [1.68%] California St Pub Wks Brd Leas Lease 5% [1.55%] West Covina Calif Redev Agy Cm Ref Bd 6% [1.44%] California Infrasct & Ec First Li 5.125% [1.26%] Loma Linda Calif Hosp Rev Hospital 5% [1.23%] Golden St Tob Securitization C Tobacc 5% [1.2%] Southern Calif Pub Pwr Auth 6.75% [1.2%]

30-Apr-09 CENTRAL UNI SCH DIST CALIF G.O. BDS [3.67%] San Joaquin Hills Calif Transn Sr Lien T [2.54%] OAKLAND CALIF REDEV AGY SR TAX AL [1.75%] Santa Ana Calif Fing Auth 6.25% [1.69%] CALIFORNIA ST PUB WKS BRD LEAS LEASE REV [1.49%] West Covina Calif Redev Agy Cm Ref Bd 6% [1.4%] Fresno Calif Swr Rev Rev Bds 6.25% [1.37%] Loma Linda Calif Hosp Rev Hospital 5% [1.22%] California Infrasct & Ec First Li 5.125% [1.21%] Golden St Tob Securitization C Tobacc 5% [1.18%]

Click here for Stock Holding Change Map in Columbia CA Tax-Exempt B Fund (CCABX)

  

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Latest News on Columbia CA Tax-Exempt B (CCABX)

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Books and Resources

 

 

See more information on Columbia CA Tax-Exempt B Fund (CCABX)

• Columbia CA Tax-Exempt B Fund Insights
• Columbia CA Tax-Exempt B Fund Performance Data
• Columbia CA Tax-Exempt B Fund News
• Columbia CA Tax-Exempt B Fund Score Explaination
• Columbia CA Tax-Exempt B Fund Manager Information
• Historic Columbia CA Tax-Exempt B Fund Asset Allocation Report
• Historic Columbia CA Tax-Exempt B Fund Top 10 Holding Tracking
• Historic Columbia CA Tax-Exempt B Fund Asset Under Management Tracking