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

Mutual Fund Insights: Columbia Tax-Exempt A Fund (COLTX)

In-depth Analysis of Columbia Tax-Exempt A Fund (COLTX)

Mutual fund chart: Columbia Tax-Exempt A Fund (COLTX)

3 months
6 months
1 year
3 year
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See Columbia Tax-Exempt A Fund (COLTX) performance details as of January 31, 2010

  

    Last Trade: $13.24 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Kimberly Campbell

Fund Manager Tenure: 8.1 years   [Similar Funds: COLCX ]
Fundmojo Fund Grade: B (Score: 0.66)     (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 Tax-Exempt A Fund (COLTX) What we like about Columbia Tax-Exempt A Fund (COLTX)

Data for Columbia Tax-Exempt A Fund (COLTX) as of January 31, 2010

  • Columbia Tax-Exempt A Fund (COLTX) management has been with Columbia Tax-Exempt A Fund for 8.1 years
  • Columbia Tax-Exempt A Fund (COLTX) has good mid-term performance (3-year return 3.22% vs 2.61% Muni National Long category average)
  • Columbia Tax-Exempt A Fund (COLTX) has good Long-term performance (5-year return 3.51% vs 2.89% Muni National Long category average)
  • Columbia Tax-Exempt A Fund (COLTX) ratio of up-years vs down years is greater than 2
  • Columbia Tax-Exempt A Fund (COLTX) has an annual stock turnover rate of 12.00% vs Muni National Long average of 50.55%. It is good that Columbia Tax-Exempt A management does not trade extensively for its return.
  • Columbia Tax-Exempt A Fund (COLTX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.33, lower than category average of 7.62
  • Columbia Tax-Exempt A Fund (COLTX) has a lower management fee than its Muni National Long average: 0.78% vs 1.02%

  

What we are cautious about Columbia Tax-Exempt A Fund (COLTX) What we are cautious about Columbia Tax-Exempt A Fund (COLTX)

Data for Columbia Tax-Exempt A Fund (COLTX) as of January 31, 2010

  • Columbia Tax-Exempt A Fund (COLTX) has a less-than-ideal short-term performance (1-year return 10.10% vs 12.81% Muni National Long category average)
  • Columbia Tax-Exempt A Fund (COLTX) has a Morningstar rating of 3 and below
  • Columbia Tax-Exempt A Fund (COLTX) carries a 4.75% load
See Columbia Tax-Exempt A Fund (COLTX) performance details as of January 31, 2010

  

  

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Columbia Tax-Exempt A Fund (COLTX) Net Asset

Track net asset change of Columbia Tax-Exempt A fund (COLTX)

DateNet Asset
01/2010$1.35B
11/2009$1.36B
10/2009$1.36B
More historic net asset information on Columbia Tax-Exempt A Fund (COLTX)

  

Columbia Tax-Exempt A Fund (COLTX) Portfolio Allocation

Track portfolio allocation change of Columbia Tax-Exempt A fund (COLTX)

DateCashStockBondOther
08/20090.66%0%99.34%0%
05/20091.32%0%98.68%0%
02/20091.84%0%98.16%0%
Click here to see more historic asset allocation information on Columbia Tax-Exempt A Fund (COLTX)

  

Most Recent Top 10 Holdings in Columbia Tax-Exempt A Fund (COLTX)

Discover what Columbia Tax-Exempt A Fund (COLTX) manager is buying

31-Aug-09
California St Go Refund 4.5% [1.79%]
New York St Dorm Auth 5.875% [1.46%]
Puerto Rico Pub Bldgs Auth 6.25% [1.25%]
New Jersey Econ Dev Auth 5.5% [1.24%]
Washington St Motor Veh 4.5% [1.12%]
Massachusetts St Health & Edl Rev B 5.5% [0.99%]
Fulton Cnty Ga Wtr & Sew Rev Wtr 6.375% [0.95%]
Georgia Mun Elec Auth 6.6% [0.92%]
New Jersey St Transn Tr Fd Aut Transn 7% [0.86%]
North Carolina Eastn Mun Pwr A Pwr Sy 6% [0.83%]

31-May-09
California St Go Refund 4.5% [1.73%]
Columbia Tax Exempt Reserves Frn 01Jan50 [1.53%]
New York St Dorm Auth 5.875% [1.47%]
New Jersey Econ Dev Auth 5.5% [1.26%]
Puerto Rico Pub Bldgs Auth 6.25% [1.23%]
Washington St Motor Veh 4.5% [1.08%]
North Slope Boro Alaska G O Bds [0.97%]
Fulton Cnty Ga Wtr & Sew Rev Wtr 6.375% [0.96%]
Georgia Mun Elec Auth 6.6% [0.91%]
New Jersey St Transn Tr Fd Aut Transn 7% [0.86%]

28-Feb-09
California St Go Refund 4.5% [1.79%]
New York St Dorm Auth 5.875% [1.52%]
Puerto Rico Pub Bldgs Auth 6.25% [1.2%]
Columbia Tax Exempt Reserves Frn 01Jan50 [1.2%]
New Jersey Econ Dev Auth 5.5% [1.17%]
Washington St Motor Veh 4.5% [1.06%]
Fulton Cnty Ga Wtr & Sew Rev Wtr 6.375% [0.97%]
North Slope Boro Alaska G O Bds [0.97%]
Georgia Mun Elec Auth 6.6% [0.92%]
New Jersey St Transn Tr Fd Aut Transn 7% [0.88%]
Click here for Stock Holding Change Map in Columbia Tax-Exempt A Fund (COLTX)

  

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