Mutual Fund Insights: Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

In-depth Analysis of Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

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See Columbia CT Intermediate Muni Bd Z Fund (SCTEX) performance details as of February 28, 2010

  

Last Trade: $10.84 on 3/19/2010, Change: -0.01 (-0.09%)

  

Fund Manager - Brian McGreevy

Fund Manager Tenure: 7.5 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Brian McGreevy, a vice president of Columbia Management, is the manager for the New Jersey, Rhode Island,Connecticut and New York Funds, and has managed the New Jersey Fund since January, 1998, the Rhode Island Fund since July, 1997, the Connecticut Fund since September, 2002, and the New York Fund since July, 1997.Mr. Brian McGreevy has been associated with Columbia Management or its predecessors since December, 1994.  Get more insights on Brian McGreevy

  

 What we like about Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

Data for Columbia CT Intermediate Muni Bd Z Fund (SCTEX) as of February 28, 2010

• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) management has been with Columbia CT Intermediate Muni Bd Z Fund for 7.5 years
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has good mid-term performance (3-year return 4.01% vs 3.70 % Muni Single State Interm category average)
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has good Long-term performance (5-year return 3.58% vs 3.50 % Muni Single State Interm category average)
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) ratio of up-years vs down years is greater than 2
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has an annual stock turnover rate of 12.00% vs Muni Single State Interm average of 22.23%. It is good that Columbia CT Intermediate Muni Bd Z management does not trade extensively for its return.
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.08, lower than category average of 5.56
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has a lower management fee than its Muni Single State Interm average: 0.53% vs 0.93%
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

Data for Columbia CT Intermediate Muni Bd Z Fund (SCTEX) as of February 28, 2010

• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has a less-than-ideal short-term performance (1-year return 6.96% vs 8.37 % Muni Single State Interm category average)
• Columbia CT Intermediate Muni Bd Z Fund (SCTEX) has a Morningstar rating of 3 and below

See Columbia CT Intermediate Muni Bd Z Fund (SCTEX) performance details as of February 28, 2010

  

  

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Columbia CT Intermediate Muni Bd Z Fund (SCTEX) Net Asset

Track net asset change of Columbia CT Intermediate Muni Bd Z fund (SCTEX)

Date	Net Asset
02/2010	$245.77M
01/2010	$206.38M
11/2009	$207.30M

More historic net asset information on Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

  

Columbia CT Intermediate Muni Bd Z Fund (SCTEX) Portfolio Allocation

Track portfolio allocation change of Columbia CT Intermediate Muni Bd Z fund (SCTEX)

Date	Cash	Stock	Bond	Other
10/2009	3.39%	0%	96.61%	0%
07/2009	7.77%	0%	92.23%	0%
04/2009	4.7%	0%	95.3%	0%

Click here to see more historic asset allocation information on Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

  

Most Recent Top 10 Holdings in Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

Discover what Columbia CT Intermediate Muni Bd Z Fund (SCTEX) manager is buying

31-Oct-09 Connecticut St Go Bds 5% [2.51%] Connecticut St Dev Auth 5.85% [2.2%] CONNECTICUT ST HEALTH & EDL FA ED FACS R [2.1%] New Haven Conn Go Ref Bd 5% [2.05%] Conn St Gen Rev General R 5% [1.96%] Connecticut St Go Bds 5% [1.79%] Connecticut St Go Bds 5.25% [1.74%] Connecticut St Spl Tax Obl R Spl Ta 4.5% [1.7%] Conn St Hsg Fin Auth 4.55% [1.69%] Connecticut St Hsg Fin Auth 4.85% [1.69%]

31-Jul-09 CONNECTICUT ST GO BDS [2.54%] CONNECTICUT ST DEV AUTH POLLUT REF-CONN [2.24%] New Haven Conn Go Ref Bd 5% [2.11%] Connecticut St Health & Edl Fa Ed F 4.7% [2.1%] Columbia Connecticut [1.99%] CONNECTICUT ST GO BDS [1.82%] CONNECTICUT ST GO BDS [1.8%] Connecticut St Hsg Fin Auth 4.85% [1.72%] Connecticut St Spl Tax Obl R Special 5% [1.65%] CONNECTICUT ST SPL TAX OBLIG R REV REF B [1.56%]

30-Apr-09 Connecticut St Go Bds 5% [2.66%] NEW HAVEN CONN GO REF BD [2.21%] Connecticut St Health & Edl Fa Ed F 4.7% [2.18%] Connecticut St Go Bds 5% [1.9%] Connecticut St Go Bds 5.25% [1.88%] CONNECTICUT ST DEV AUTH POLLUT REF-CONN [1.86%] Connecticut St Hsg Fin Auth 4.85% [1.78%] Connecticut St Spl Tax Obl R Rev Re 5.5% [1.61%] Connecticut St Go Bds 5% [1.47%] Connecticut St Spl Tax Obl R Speci 4.25% [1.43%]

Click here for Stock Holding Change Map in Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

  

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See more information on Columbia CT Intermediate Muni Bd Z Fund (SCTEX)

• Columbia CT Intermediate Muni Bd Z Fund Insights
• Columbia CT Intermediate Muni Bd Z Fund Performance Data
• Columbia CT Intermediate Muni Bd Z Fund News
• Columbia CT Intermediate Muni Bd Z Fund Score Explaination
• Columbia CT Intermediate Muni Bd Z Fund Manager Information
• Historic Columbia CT Intermediate Muni Bd Z Fund Asset Allocation Report
• Historic Columbia CT Intermediate Muni Bd Z Fund Top 10 Holding Tracking
• Historic Columbia CT Intermediate Muni Bd Z Fund Asset Under Management Tracking