Mutual Fund Insights: Columbia SC Interm Muni Bond Z Fund (NSCMX)

In-depth Analysis of Columbia SC Interm Muni Bond Z Fund (NSCMX)

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See Columbia SC Interm Muni Bond Z Fund (NSCMX) performance details as of January 31, 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: NSCIX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

Newman is a Director of the Advisor. She associated with the Advisor or its predecessors as an investment professional since 1996. She holds the charted financial analyst designation.  Get more insights on Maureen Newman

  

 What we like about Columbia SC Interm Muni Bond Z Fund (NSCMX)

Data for Columbia SC Interm Muni Bond Z Fund (NSCMX) as of January 31, 2010

• Columbia SC Interm Muni Bond Z Fund (NSCMX) has good mid-term performance (3-year return 3.99% vs 3.77% Muni Single State Interm category average)
• Columbia SC Interm Muni Bond Z Fund (NSCMX) has good Long-term performance (5-year return 3.43% vs 3.23% Muni Single State Interm category average)
• Columbia SC Interm Muni Bond Z Fund (NSCMX) ratio of up-years vs down years is greater than 2
• Columbia SC Interm Muni Bond Z Fund (NSCMX) has a Morningstar rating of 4 and above
• Columbia SC Interm Muni Bond Z Fund (NSCMX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.3, lower than category average of 5.57
• Columbia SC Interm Muni Bond Z Fund (NSCMX) has a lower management fee than its Muni Single State Interm average: 0.56% vs 0.92%
• Columbia SC Interm Muni Bond Z Fund (NSCMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Columbia SC Interm Muni Bond Z Fund (NSCMX)

Data for Columbia SC Interm Muni Bond Z Fund (NSCMX) as of January 31, 2010

• Columbia SC Interm Muni Bond Z Fund (NSCMX) management has been with Columbia SC 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 SC Interm Muni Bond Z Fund (NSCMX) has a less-than-ideal short-term performance (1-year return 5.91% vs 7.50% Muni Single State Interm category average)

See Columbia SC Interm Muni Bond Z Fund (NSCMX) performance details as of January 31, 2010

  

  

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Columbia SC Interm Muni Bond Z Fund (NSCMX) Net Asset

Track net asset change of Columbia SC Interm Muni Bond Z fund (NSCMX)

Date	Net Asset
01/2010	$163.99M
11/2009	$168.60M
10/2009	$171.98M

More historic net asset information on Columbia SC Interm Muni Bond Z Fund (NSCMX)

  

Columbia SC Interm Muni Bond Z Fund (NSCMX) Portfolio Allocation

Track portfolio allocation change of Columbia SC Interm Muni Bond Z fund (NSCMX)

Date	Cash	Stock	Bond	Other
09/2009	3.66%	0%	96.34%	0%
06/2009	7.83%	0%	92.17%	0%
03/2009	6.97%	0%	93.03%	0%

Click here to see more historic asset allocation information on Columbia SC Interm Muni Bond Z Fund (NSCMX)

  

Most Recent Top 10 Holdings in Columbia SC Interm Muni Bond Z Fund (NSCMX)

Discover what Columbia SC Interm Muni Bond Z Fund (NSCMX) manager is buying

30-Sep-09 Charleston Cnty S C Rev Rev Bds 5.125% [3.4%] South Carolina Jobs-Economic D Ho 7.125% [2.85%] South Carolina Transn Infrastr Rev 5.25% [2.8%] Scago Edl Facs Corp For Picken Lease 5% [2.55%] Greenville Cnty S C Sch Dist 5.25% [2.41%] Charleston S C Wtrwks & Swr Re Rev Re 5% [2.23%] South Carolina Jobs-Economic D Hosp 5.3% [2.12%] South Carolina Jobs-Economic D Hos 5.25% [2.12%] Richland Cnty S C Sch Dist 5.25% [1.84%] Tobacco Settlement Rev Mgmt Au Re 6.375% [1.84%]

30-Jun-09 Columbia Tax Exempt Reserves Frn 01Jan50 [5.03%] Charleston Cnty S C Rev Rev Bds 5.125% [3.39%] South Carolina Jobs-Economic D Ho 7.125% [2.98%] South Carolina Transn Infrastr Rev 5.25% [2.54%] Scago Edl Facs Corp For Picken Lease 5% [2.46%] Greenville Cnty S C Sch Dist 5.25% [2.41%] South Carolina Jobs-Economic D Hosp 5.3% [2.19%] Charleston S C Wtrwks & Swr Re Rev Re 5% [2.15%] South Carolina Jobs-Economic D Hos 5.25% [2.05%] Tobacco Settlement Rev Mgmt Au Re 6.375% [1.91%]

31-Mar-09 Columbia Tax Exempt Reserves Frn 01Jan50 [4.77%] Charleston Cnty S C Rev Rev Bds 5.125% [3.35%] South Carolina Jobs-Economic D Ho 7.125% [3.02%] South Carolina Transn Infrastr Rev 5.25% [2.55%] Scago Edl Facs Corp For Picken Lease 5% [2.46%] Greenville Cnty S C Sch Dist 5.25% [2.38%] Georgetown Cnty S C Pollutn Ct Po 5.125% [2.29%] South Carolina Jobs-Economic D Hosp 5.3% [2.18%] South Carolina Jobs-Economic D Hos 5.25% [1.99%] Tobacco Settlement Rev Mgmt Au Re 6.375% [1.92%]

Click here for Stock Holding Change Map in Columbia SC Interm Muni Bond Z Fund (NSCMX)

  

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See more information on Columbia SC Interm Muni Bond Z Fund (NSCMX)

• Columbia SC Interm Muni Bond Z Fund Insights
• Columbia SC Interm Muni Bond Z Fund Performance Data
• Columbia SC Interm Muni Bond Z Fund News
• Columbia SC Interm Muni Bond Z Fund Score Explaination
• Columbia SC Interm Muni Bond Z Fund Manager Information
• Historic Columbia SC Interm Muni Bond Z Fund Asset Allocation Report
• Historic Columbia SC Interm Muni Bond Z Fund Top 10 Holding Tracking
• Historic Columbia SC Interm Muni Bond Z Fund Asset Under Management Tracking