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

Mutual Fund Insights: CMG Ultra Short Term Bond Fund (CMGUX)

In-depth Analysis of CMG Ultra Short Term Bond Fund (CMGUX)

Mutual fund chart: CMG Ultra Short Term Bond Fund (CMGUX)

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See CMG Ultra Short Term Bond Fund (CMGUX) performance details as of February 28, 2010

  

    Last Trade: $9.14 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Guy C. Holbrook

Fund Manager Tenure: 6.0 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Holbrook, Director of Columbia Advisors, is the manager for the Fund and has managed the Fund since its inception in March, 2004. Mr. Guy C. Holbrook has been associated with Columbia Advisors or its predecessors since 1998. Guy C. Holbrook holds the Chartered Financial Analyst designation.  Get more insights on Guy C. Holbrook

  

What we like about CMG Ultra Short Term Bond Fund (CMGUX) What we like about CMG Ultra Short Term Bond Fund (CMGUX)

Data for CMG Ultra Short Term Bond Fund (CMGUX) as of February 28, 2010

  • CMG Ultra Short Term Bond Fund (CMGUX) management has been with CMG Ultra Short Term Bond Fund for 6.0 years
  • CMG Ultra Short Term Bond Fund (CMGUX) has good mid-term performance (3-year return 2.20% vs 1.62 % Ultrashort Bond category average)
  • CMG Ultra Short Term Bond Fund (CMGUX) has good Long-term performance (5-year return 2.93% vs 2.37 % Ultrashort Bond category average)
  • CMG Ultra Short Term Bond Fund (CMGUX) ratio of up-years vs down years is greater than 2
  • CMG Ultra Short Term Bond Fund (CMGUX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.28, lower than category average of 2.92
  • CMG Ultra Short Term Bond Fund (CMGUX) has a lower management fee than its Ultrashort Bond average: 0.25% vs 0.74%
  • CMG Ultra Short Term Bond Fund (CMGUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about CMG Ultra Short Term Bond Fund (CMGUX) What we are cautious about CMG Ultra Short Term Bond Fund (CMGUX)

Data for CMG Ultra Short Term Bond Fund (CMGUX) as of February 28, 2010

  • CMG Ultra Short Term Bond Fund (CMGUX) has a less-than-ideal short-term performance (1-year return 3.81% vs 6.46 % Ultrashort Bond category average)
  • CMG Ultra Short Term Bond Fund (CMGUX) has a Morningstar rating of 3 and below
  • CMG Ultra Short Term Bond Fund (CMGUX) has an annual stock turnover rate of 103.00% that is higher than the Ultrashort Bond average of 101.58%. This could mean CMG Ultra Short Term Bond is more nimble, but also signal potential high tax impact and high trading fees
See CMG Ultra Short Term Bond Fund (CMGUX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Ultrashort Bond category?

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CMG Ultra Short Term Bond Fund (CMGUX) Net Asset

Track net asset change of CMG Ultra Short Term Bond fund (CMGUX)

DateNet Asset
02/2010$1.13B
01/2010$1.05B
11/2009$877.01M
More historic net asset information on CMG Ultra Short Term Bond Fund (CMGUX)

  

CMG Ultra Short Term Bond Fund (CMGUX) Portfolio Allocation

Track portfolio allocation change of CMG Ultra Short Term Bond fund (CMGUX)

DateCashStockBondOther
10/200929.42%0%70.45%0.13%
07/200928.82%0%70.6%0.59%
04/200949.61%0%52.9%0.68%
Click here to see more historic asset allocation information on CMG Ultra Short Term Bond Fund (CMGUX)

  

Most Recent Top 10 Holdings in CMG Ultra Short Term Bond Fund (CMGUX)

Discover what CMG Ultra Short Term Bond Fund (CMGUX) manager is buying

31-Oct-09
FHLMC CMO 4.5% [1.64%]
FHLMC CMO 5% [1.38%]
FFCB 4.5% [1.36%]
FHLMC CMO 5.5% [1.26%]
United States Treas Nts 1% [1.01%]
FHLMC CMO 5.5% [0.96%]
FNMA CMO 6% [0.9%]
FHLMC CMO 5% [0.86%]
Virgin Islands Pub Fin Auth 3% [0.84%]
Potash 7.75% [0.82%]

31-Jul-09
United States Treas Nts 1% [2.31%]
Usaa Auto Owner Tr 2008-1 4.16% [1.81%]
FHLMC [1.8%]
FHLBA 3.375% [1.8%]
VOLKSWAGEN AUTO TR TALF 2009-A [1.76%]
US Treasury Note 0.875% [1.73%]
CAPITAL ONE CC TR 2008-5A [1.49%]
FHLMC CMO 4.5% [1.45%]
CITIBANK N A FDIC GTD TLGP [1.44%]
CNH EQUIP TR TALF 2009-B [1.36%]

30-Apr-09
US Treasury Note [2.04%]
State Street Bk Fdic Tlgp 1.85% [1.79%]
Honeywell Intl 6.125% [1.47%]
Bk One Oneseries 2004-6a 3.94% [1.36%]
Tulsa Okla Arpts Impt Tr Genl Rev Bds [1.35%]
Univ Ill Brd Trustees Ct Var Cops [1.35%]
Pfizer 4.45% [1.06%]
Kentucky Hsg Corp Hsg Rev For Hsg Rev B [1.01%]
Berkshire Hathaway Fin FRN [1%]
Lee Cnty Ga Dev Auth [0.96%]
Click here for Stock Holding Change Map in CMG Ultra Short Term Bond Fund (CMGUX)

  

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Latest News on CMG Ultra Short Term Bond (CMGUX)

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