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Columbia AMT-Free Interm Muni Bd B (LITBX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia AMT-Free Interm Muni Bd B (LITBX) Fund

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Graph of Columbia AMT-Free Interm Muni Bd B Fund (LITBX) ManagerFund Manager - Paul F. Fuchs

Fund Manager Information

Fund Manager Tenure: 7.9 years
Similar Funds: LITAX  LITCX 
Fund Family: Columbia
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of Columbia AMT-Free Interm Muni Bd B Fund (LITBX) ProfileColumbia AMT-Free Interm Muni Bd B Fund (LITBX) Profile

Fund Profile and Description

Columbia AMT-Free Interm Muni Bd B Fund seeks current income exempt from federal income tax, consistent with preservation of principal. Columbia AMT-Free Interm Muni Bd B Fund normally invests at least 80% of net assets in municipal securities that pay interest exempt from federal income tax (including the federal alternative minimum tax). It normally invests at least 80% of total assets in municipal securities that are rated investment grade. Columbia AMT-Free Interm Muni Bd B Fund may invest up to 10% of total assets in securities that are rated below investment grade or are unrated. Under normal circumstances, its dollar-weighted average maturity is between three and ten years.

 

Columbia AMT-Free Interm Muni Bd B (LITBX) Fund Strength What we like about Columbia AMT-Free Interm Muni Bd B (LITBX) Fund

Data for Columbia AMT-Free Interm Muni Bd B Fund (LITBX) as of May 30, 2016

  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) management has been with Columbia AMT-Free Interm Muni Bd B Fund for 7.9 years
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has an annual stock turnover rate of 15.00% vs Muni National Interm average of 22.40%. It is good that Columbia AMT-Free Interm Muni Bd B management does not trade extensively for its return.
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.88, lower than category average of 3.29

Columbia AMT-Free Interm Muni Bd B Fund (LITBX) Weakness What we are cautious about Columbia AMT-Free Interm Muni Bd B (LITBX) Fund

Data for Columbia AMT-Free Interm Muni Bd B Fund (LITBX) as of May 30, 2016

  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has a less-than-ideal short-term performance (1-year return 4.47% vs 4.71% Muni National Interm category median performance)
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has a less-than-ideal mid-term performance (3-year return 2.53% vs 3.10% Muni National Interm category median performance)
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has a less-than-ideal Long-term performance (5-year return 3.38% vs 4.14% Muni National Interm category median performance)
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has a Morningstar rating of 3 and below
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) is less safe compared to its Muni National Interm peers
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) has a higher expense ratio of 1.40% than its Muni National Interm average of 0.80%
  • Columbia AMT-Free Interm Muni Bd B Fund (LITBX) carries a 3% load
See Columbia AMT-Free Interm Muni Bd B Fund (LITBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia AMT-Free Interm Muni Bd B Fund (LITBX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia AMT-Free Interm Muni Bd B1.884.472.533.38
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Columbia AMT-Free Interm Muni Bd B Fund (LITBX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Columbia AMT-Free Interm Muni Bd B Fund (LITBX) Net Asset TrackingColumbia AMT-Free Interm Muni Bd B (LITBX) Fund Net Asset

Track net asset change of Columbia AMT-Free Interm Muni Bd B fund (LITBX)

DateNet Asset
05/2016$2.40B
03/2016$2.35B
02/2016$2.34B
More historic net asset information on Columbia AMT-Free Interm Muni Bd B Fund (LITBX)

  

Graph of Columbia AMT-Free Interm Muni Bd B Fund (LITBX) Portfolio TrackingColumbia AMT-Free Interm Muni Bd B (LITBX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia AMT-Free Interm Muni Bd B fund (LITBX)

DateCashStockBondOther
03/20162.31%0%97.69%0%
01/20162.41%0%97.59%0%
09/20151.33%0%98.67%0%
Click here to see more historic asset allocation information on Columbia AMT-Free Interm Muni Bd B Fund (LITBX)

 

graph of Columbia AMT-Free Interm Muni Bd B Fund (LITBX) Top 10 Position TrackingTop 10 Holdings in Columbia AMT-Free Interm Muni Bd B (LITBX) Fund

Discover what Columbia AMT-Free Interm Muni Bd B Fund (LITBX) manager is buying

Mar 30, 2016
California St Go Bds 5.25% [1.27%]
Dallas Fort Worth Tex Intl Arp Rev Re 5% [1.08%]
Miami-Dade Cnty Fla Wtr & Swr Wtr 5.25% [1.06%]
Pennsylvania St Tpk Commn Tpk Subo 5.35% [1.03%]
North Carolina Eastn Mun Pwr A Rev Re 5% [1.03%]
New York St Urban Dev Corp Rev Inco 5.5% [1.03%]
Valdez Alaska Marine Term Rev Ref Bds 5% [0.98%]
Washington St Motor Vhc 5% [0.91%]
North Tex Twy Auth 0.02% [0.87%]
Citizens Ppty Ins Corp Fla Senior Se 5% [0.87%]

Jan 30, 2016
California St Go Bds 5.25% [1.32%]
Dallas Fort Worth Tex Intl Arp Rev Re 5% [1.14%]
Miami-Dade Cnty Fla Wtr & Swr Wtr 5.25% [1.11%]
Pennsylvania St Tpk Commn Tpk Subo 5.35% [1.08%]
North Carolina Eastn Mun Pwr A Rev Re 5% [1.08%]
New York St Urban Dev Corp Rev Inco 5.5% [1.08%]
Valdez Alaska Marine Term Rev Ref Bds 5% [1.03%]
Washington St Motor Vhc 5% [0.95%]
Citizens Ppty Ins Corp Fla Senior Se 5% [0.91%]
North Tex Twy Auth 0.02% [0.9%]

Sep 29, 2015
California St Go Bds 5.25% [1.38%]
Dallas Fort Worth Tex Intl Arp Rev Re 5% [1.15%]
North Carolina Eastn Mun Pwr A Rev Re 5% [1.13%]
Miami-Dade Cnty Fla Wtr & Swr Wtr 5.25% [1.13%]
New York St Urban Dev Corp Rev Inco 5.5% [1.12%]
Valdez Alaska Marine Term Rev Ref Bds 5% [1.06%]
Pennsylvania St Tpk Commn Tpk Subordina [1.05%]
Washington St Motor Vhc 5% [0.99%]
Citizens Ppty Ins Corp Fla Senior Se 5% [0.94%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [0.93%]
Click here for Stock Holding Change Map in Columbia AMT-Free Interm Muni Bd B Fund (LITBX)

  

Latest News on Columbia AMT-Free Interm Muni Bd B (LITBX) Fund

See what is happening with Columbia AMT-Free Interm Muni Bd B Fund (LITBX)

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