Mutual Fund Insights: Columbia MA Tax-Exempt C Fund (COMCX)

In-depth Analysis of Columbia MA Tax-Exempt C Fund (COMCX)

3 months 6 months 1 year 3 year 5 year

See Columbia MA Tax-Exempt C Fund (COMCX) performance details as of January 31, 2010

  

Last Trade: $7.67 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Kimberly Campbell

Fund Manager Tenure: 1.1 years   [Similar Funds: COMAX ]
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 MA Tax-Exempt C Fund (COMCX)

Data for Columbia MA Tax-Exempt C Fund (COMCX) as of January 31, 2010

• Columbia MA Tax-Exempt C Fund (COMCX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Columbia MA Tax-Exempt C Fund (COMCX) has good mid-term performance (3-year return 3.32% vs 3.11% Muni Massachusetts category average)
• Columbia MA Tax-Exempt C Fund (COMCX) ratio of up-years vs down years is greater than 2
• Columbia MA Tax-Exempt C Fund (COMCX) has an annual stock turnover rate of 15.00% vs Muni Massachusetts average of 18.77%. It is good that Columbia MA Tax-Exempt C management does not trade extensively for its return.

  

 What we are cautious about Columbia MA Tax-Exempt C Fund (COMCX)

Data for Columbia MA Tax-Exempt C Fund (COMCX) as of January 31, 2010

• Columbia MA Tax-Exempt C Fund (COMCX) management has been with Columbia MA Tax-Exempt C Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• Columbia MA Tax-Exempt C Fund (COMCX) has a less-than-ideal short-term performance (1-year return 8.49% vs 11.40% Muni Massachusetts category average)
• Columbia MA Tax-Exempt C Fund (COMCX) has a less-than-ideal Long-term performance (5-year return 3.04% vs 3.30% Muni Massachusetts category average)
• Columbia MA Tax-Exempt C Fund (COMCX) has a Morningstar rating of 3 and below
• Columbia MA Tax-Exempt C Fund (COMCX) does not have a good risk adjusted return as its 3-year Alpha of -1.85 is worse than category average of -1.72, and its 3-year Sharpe ratio is 0.21
• Columbia MA Tax-Exempt C Fund (COMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.44 that is higher than category average of 7.27
• Columbia MA Tax-Exempt C Fund (COMCX) has a higher management fee of 1.28% than its Muni Massachusetts average of 1.07%
• Columbia MA Tax-Exempt C Fund (COMCX) carries a 1% load

See Columbia MA Tax-Exempt C Fund (COMCX) performance details as of January 31, 2010

  

  

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Columbia MA Tax-Exempt C Fund (COMCX) Net Asset

Track net asset change of Columbia MA Tax-Exempt C fund (COMCX)

Date	Net Asset
01/2010	$10.16M
11/2009	$10.45M
10/2009	$10.32M

More historic net asset information on Columbia MA Tax-Exempt C Fund (COMCX)

  

Columbia MA Tax-Exempt C Fund (COMCX) Portfolio Allocation

Track portfolio allocation change of Columbia MA Tax-Exempt C fund (COMCX)

Date	Cash	Stock	Bond	Other
10/2009	0.87%	0%	99.13%	0%
07/2009	0.76%	0%	97.2%	2.04%
04/2009	5.92%	0%	94.08%	0%

Click here to see more historic asset allocation information on Columbia MA Tax-Exempt C Fund (COMCX)

  

Most Recent Top 10 Holdings in Columbia MA Tax-Exempt C Fund (COMCX)

Discover what Columbia MA Tax-Exempt C Fund (COMCX) manager is buying

31-Oct-09 Massachusetts St College Bldg Rev Bds [4.32%] BOSTON MASS WTR & SWR COMMN RE GEN REV B [4.05%] Massachusetts Bay Transn Auth 6.2% [3.21%] MASSACHUSETTS ST HEALTH & EDL REV BDS [2.68%] Massachusetts St College Bldg Rev Bds [2.58%] Massachusetts St Health & Edl Rev 6.25% [2.57%] MASSACHUSETTS BAY TRANSN AUTH SALES TAX [2.46%] Massachusetts St Wtr Res Auth 5.5% [2.26%] Massachusetts St Wtr Pollutn A Rev Bd 6% [2.22%] Massachusetts St Health & Edl Rev B 5.5% [2.16%]

31-Jul-09 Massachusetts St College Bldg Rev Bds [4.3%] Boston Mass Wtr & Swr Commn Re Gen 5.25% [4.08%] Massachusetts Bay Transn Auth 6.2% [3.25%] MASSACHUSETTS ST HEALTH & EDL REV BDS [2.72%] MASSACHUSETTS ST HEALTH & EDL REV BDS [2.59%] Massachusetts St College Bldg Rev Bds [2.5%] Massachusetts Bay Transn Auth 5.25% [2.39%] Massachusetts St Wtr Pollutn A Rev Bd 6% [2.27%] Massachusetts St Wtr Res Auth 5.5% [2.26%] Massachusetts St Indl Fin Agy Indl Dev [2.24%]

30-Apr-09 Massachusetts St College Bldg Rev Bds [4.34%] Boston Mass Wtr & Swr Commn Re Gen 5.25% [4.1%] Massachusetts St Health & Edl Rev 5.375% [3.88%] MASSACHUSETTS BAY TRANSN AUTH GEN TRANS [3.26%] Dreyfus MA Municipal Money Market [2.9%] Massachusetts St Health & Edl Rev 6.25% [2.61%] Massachusetts St College Bldg Rev Bds [2.54%] Massachusetts St Wtr Pollutn A Rev Bd 6% [2.29%] Massachusetts St Wtr Res Auth 5.5% [2.27%] Massachusetts St Indl Fin Agy Indl Dev [2.25%]

Click here for Stock Holding Change Map in Columbia MA Tax-Exempt C Fund (COMCX)

  

Related books and products to Columbia MA Tax-Exempt C Fund (COMCX)

  

Latest News on Columbia MA Tax-Exempt C (COMCX)

See what is happening with Columbia MA Tax-Exempt C Fund (COMCX)

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See more information on Columbia MA Tax-Exempt C Fund (COMCX)

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