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

Mutual Fund Insights: Columbia Real Estate Equity B Fund (CREBX)

In-depth Analysis of Columbia Real Estate Equity B Fund (CREBX)

Mutual fund chart: Columbia Real Estate Equity B Fund (CREBX)

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1 year
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See Columbia Real Estate Equity B Fund (CREBX) performance details as of January 31, 2010

  

    Last Trade: $11.09 on 3/19/2010, Change: -0.09 (-0.81%)

  

Fund Manager - Arthur J. Hurley

Fund Manager Tenure: 3.5 years   [Similar Funds: CREAX  CRECX  CREEX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Hurley is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Management Advisors, LLC since September, 2006. Prior to that, he worked for Lee Munder Capital Group as a senior portfolio manager from December, 2002 to August, 2006. Hurley holds the Chartered Financial Analyst designation.  Get more insights on Arthur J. Hurley

  

What we like about Columbia Real Estate Equity B Fund (CREBX) What we like about Columbia Real Estate Equity B Fund (CREBX)

Data for Columbia Real Estate Equity B Fund (CREBX) as of January 31, 2010

  • Columbia Real Estate Equity B Fund (CREBX) management has been with Columbia Real Estate Equity B Fund for 3.5 years
  • Columbia Real Estate Equity B Fund (CREBX) has good mid-term performance (3-year return -16.35% vs -17.09% Real Estate category average)
  • Columbia Real Estate Equity B Fund (CREBX) has an annual stock turnover rate of 110.00% vs Real Estate average of 119.83%. It is good that Columbia Real Estate Equity B management does not trade extensively for its return.
  • Columbia Real Estate Equity B Fund (CREBX) is less volatile than its peers as it has a 3-year Standard Deviation of 37.14, lower than category average of 38.72

  

What we are cautious about Columbia Real Estate Equity B Fund (CREBX) What we are cautious about Columbia Real Estate Equity B Fund (CREBX)

Data for Columbia Real Estate Equity B Fund (CREBX) as of January 31, 2010

  • Columbia Real Estate Equity B Fund is a focused fund with 54.21% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Columbia Real Estate Equity B Fund (CREBX) has a less-than-ideal short-term performance (1-year return 39.74% vs 47.97% Real Estate category average)
  • Columbia Real Estate Equity B Fund (CREBX) has a less-than-ideal Long-term performance (5-year return -0.79% vs -0.30% Real Estate category average)
  • Columbia Real Estate Equity B Fund (CREBX) ratio of up-years vs down years can be improved
  • Columbia Real Estate Equity B Fund (CREBX) has a Morningstar rating of 3 and below
  • Columbia Real Estate Equity B Fund (CREBX) is less safe compared to its Real Estate peers
  • Columbia Real Estate Equity B Fund (CREBX) does not have a good risk adjusted return as its 3-year Alpha of -1.26 is worse than category average of -0.91, and its 3-year Sharpe ratio is -0.34
  • Columbia Real Estate Equity B Fund (CREBX) has a higher management fee of 2.12% than its Real Estate average of 1.47%
  • Columbia Real Estate Equity B Fund (CREBX) carries a 5% load
See Columbia Real Estate Equity B Fund (CREBX) performance details as of January 31, 2010

  

  

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Columbia Real Estate Equity B Fund (CREBX) Net Asset

Track net asset change of Columbia Real Estate Equity B fund (CREBX)

DateNet Asset
01/2010$3.13M
11/2009$3.24M
10/2009$3.21M
More historic net asset information on Columbia Real Estate Equity B Fund (CREBX)

  

Columbia Real Estate Equity B Fund (CREBX) Portfolio Allocation

Track portfolio allocation change of Columbia Real Estate Equity B fund (CREBX)

DateCashStockBondOther
11/20090.78%99.22%0%0%
09/20091.35%98.65%0%0%
08/20092.06%97.94%0%0%
Click here to see more historic asset allocation information on Columbia Real Estate Equity B Fund (CREBX)

  

Most Recent Top 10 Holdings in Columbia Real Estate Equity B Fund (CREBX)

Discover what Columbia Real Estate Equity B Fund (CREBX) manager is buying

30-Nov-09
SIMON PPTY GRP INC [10.77%]
NATIONWIDE HLTH PROP [5.61%]
VORNADO REALTY TRUST [5.42%]
VENTAS INC [5.21%]
FEDERAL RLTY INV TR [4.99%]
ALEXANDRIA RL EST EQ [4.76%]
BOSTON PPTYS INC [4.73%]
ENTERTAINMT PPTY SBI [4.36%]
CORP OFFICE PPTY TR [4.24%]
EQUITY LIFESTYLE PRP [4.12%]

30-Sep-09
SIMON PPTY GRP INC [9.39%]
VORNADO REALTY TRUST [5.47%]
NATIONWIDE HLTH PROP [5.24%]
FEDERAL RLTY INV TR [4.88%]
ENTERTAINMT PPTY SBI [4.83%]
ALEXANDRIA RL EST EQ [4.71%]
BOSTON PPTYS INC [4.4%]
VENTAS INC [3.89%]
EQUITY LIFESTYLE PRP [3.76%]
DIGITAL REALTY TRUST [3.76%]

31-Aug-09
SIMON PPTY GRP INC [8.6%]
NATIONWIDE HLTH PROP [5.43%]
MACK-CALI REALTY CP [5.19%]
FEDERAL RLTY INV TR [5%]
DIGITAL REALTY TRUST [4.41%]
BOSTON PPTYS INC [4.1%]
VENTAS INC [3.99%]
CORP OFFICE PPTY TR [3.74%]
POTLATCH CP [3.61%]
HEALTH CARE REIT [3.6%]
Click here for Stock Holding Change Map in Columbia Real Estate Equity B Fund (CREBX)

  

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Latest News on Columbia Real Estate Equity B (CREBX)

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