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

Mutual Fund Insights: Columbia NC Interm Muni Bond Z Fund (NNIBX)

In-depth Analysis of Columbia NC Interm Muni Bond Z Fund (NNIBX)

Mutual fund chart: Columbia NC Interm Muni Bond Z Fund (NNIBX)

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See Columbia NC Interm Muni Bond Z Fund (NNIBX) performance details as of February 28, 2010

  

    Last Trade: $10.30 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Maureen Newman

Fund Manager Tenure: 3.0 years   [Similar Funds: NNINX  NNITX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Maureen Newman is a Director of the Advisor. Maureen Newman associated with the Advisor or its predecessors as an investment professional since 1996. Maureen Newman holds the charted financial analyst designation.  Get more insights on Maureen Newman

  

What we like about Columbia NC Interm Muni Bond Z Fund (NNIBX) What we like about Columbia NC Interm Muni Bond Z Fund (NNIBX)

Data for Columbia NC Interm Muni Bond Z Fund (NNIBX) as of February 28, 2010

  • Columbia NC Interm Muni Bond Z Fund (NNIBX) ratio of up-years vs down years is greater than 2
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has an annual stock turnover rate of 20.00% vs Muni Single State Interm average of 22.23%. It is good that Columbia NC Interm Muni Bond Z management does not trade extensively for its return.
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.39, lower than category average of 5.56
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has a lower management fee than its Muni Single State Interm average: 0.50% vs 0.93%
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Columbia NC Interm Muni Bond Z Fund (NNIBX) What we are cautious about Columbia NC Interm Muni Bond Z Fund (NNIBX)

Data for Columbia NC Interm Muni Bond Z Fund (NNIBX) as of February 28, 2010

  • Columbia NC Interm Muni Bond Z Fund (NNIBX) management has been with Columbia NC Interm Muni Bond Z Fund for only 3.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has a less-than-ideal short-term performance (1-year return 8.36% vs 8.37 % Muni Single State Interm category average)
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has a less-than-ideal mid-term performance (3-year return 3.52% vs 3.70 % Muni Single State Interm category average)
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has a less-than-ideal Long-term performance (5-year return 3.40% vs 3.50 % Muni Single State Interm category average)
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) has a Morningstar rating of 3 and below
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) is less safe compared to its Muni Single State Interm peers
  • Columbia NC Interm Muni Bond Z Fund (NNIBX) does not have a good risk adjusted return as its 3-year Alpha of -0.7 is worse than category average of -0.52, and its 3-year Sharpe ratio is 0.32
See Columbia NC Interm Muni Bond Z Fund (NNIBX) performance details as of February 28, 2010

  

  

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Columbia NC Interm Muni Bond Z Fund (NNIBX) Net Asset

Track net asset change of Columbia NC Interm Muni Bond Z fund (NNIBX)

DateNet Asset
02/2010$212.98M
01/2010$173.18M
11/2009$169.54M
More historic net asset information on Columbia NC Interm Muni Bond Z Fund (NNIBX)

  

Columbia NC Interm Muni Bond Z Fund (NNIBX) Portfolio Allocation

Track portfolio allocation change of Columbia NC Interm Muni Bond Z fund (NNIBX)

DateCashStockBondOther
09/20091.24%0%98.76%0%
06/20092.67%0%97.33%0%
03/20095.16%0%94.84%0%
Click here to see more historic asset allocation information on Columbia NC Interm Muni Bond Z Fund (NNIBX)

  

Most Recent Top 10 Holdings in Columbia NC Interm Muni Bond Z Fund (NNIBX)

Discover what Columbia NC Interm Muni Bond Z Fund (NNIBX) manager is buying

30-Sep-09
Wake Cnty N C Go Pub Im 5% [3.04%]
North Carolina St Pub Impt 4.75% [2.69%]
Puerto Rico Comwlth Hwy & Tran Rev 5.5% [1.93%]
Orange Cnty N C G.O. Pub 5.3% [1.83%]
Wake Cnty N C Hosp Rev Hosp Sys 5.125% [1.82%]
North Carolina Eastn Mun Pwr A Pwr Sy 6% [1.8%]
Winston-Salem N C Wtr & Swr Sy Ref Bd 5% [1.78%]
North Carolina Med Care Commn Rev Ref 5% [1.78%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [1.76%]
North Carolina Med Care Commn Rev Bds 5% [1.68%]

30-Jun-09
Wake Cnty N C Go Pub Im 5% [2.94%]
North Carolina St Pub Impt 4.75% [2.75%]
Columbia Tax Exempt Reserves Frn 01Jan50 [2.5%]
Orange Cnty N C G.O. Pub 5.3% [1.89%]
Puerto Rico Comwlth Hwy & Tran Rev 5.5% [1.82%]
North Carolina Med Care Commn Hlth 5.8% [1.77%]
Wake Cnty N C Hosp Rev Hosp Sys 5.125% [1.74%]
Winston-Salem N C Wtr & Swr Sy Ref Bd 5% [1.73%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [1.7%]
North Carolina Eastn Mun Pwr A Pwr Sy 6% [1.68%]

31-Mar-09
Columbia Tax Exempt Reserves Frn 01Jan50 [6.12%]
Wake Cnty N C Go Pub Im 5% [2.89%]
North Carolina St Pub Impt 4.75% [2.71%]
Orange Cnty N C G.O. Pub 5.3% [1.87%]
Puerto Rico Comwlth Hwy & Tran Rev 5.5% [1.71%]
Winston-Salem N C Wtr & Swr Sy Ref Bd 5% [1.71%]
Wake Cnty N C Hosp Rev Hosp Sys 5.125% [1.67%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [1.65%]
North Carolina Med Care Commn Rev Bds 5% [1.61%]
North Carolina Med Care Commn Rev Ref 5% [1.56%]
Click here for Stock Holding Change Map in Columbia NC Interm Muni Bond Z Fund (NNIBX)

  

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