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Mutual Fund Insights: Columbia Small Cap Core Z Fund (SMCEX)

In-depth Analysis of Columbia Small Cap Core Z Fund (SMCEX)

Mutual fund chart: Columbia Small Cap Core Z Fund (SMCEX)

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See Columbia Small Cap Core Z Fund (SMCEX) performance details as of January 31, 2010

  

    Last Trade: $13.32 on 3/11/2010, Change: +0.01 (0.08%)
Experiment our closing price forecasting tool for Columbia Small Cap Core Z Fund (SMCEX) (alpha release)

  

Fund Manager - Peter C. Larson

Fund Manager Tenure: 17.2 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Larson is a managing director of Columbia Management Advisors, LLC; He has been associated with Columbia Management Advisors, LLC or its predecessors since 1963. Larson has been profiled in the Wall Street Journal and Investor's Business Daily for outstanding performance.  Get more insights on Peter C. Larson

  

What we like about Columbia Small Cap Core Z Fund (SMCEX) What we like about Columbia Small Cap Core Z Fund (SMCEX)

Data for Columbia Small Cap Core Z Fund (SMCEX) as of January 31, 2010

  • Columbia Small Cap Core Z Fund (SMCEX) management has been with Columbia Small Cap Core Z Fund for 17.2 years
  • Columbia Small Cap Core Z Fund (SMCEX) has good short-term performance (1-year return 43.56% vs 41.29% Small Blend category average)
  • Columbia Small Cap Core Z Fund (SMCEX) has good mid-term performance (3-year return -5.42% vs -7.80% Small Blend category average)
  • Columbia Small Cap Core Z Fund (SMCEX) has good Long-term performance (5-year return 1.80% vs 0.36% Small Blend category average)
  • Columbia Small Cap Core Z Fund (SMCEX) has a Morningstar rating of 4 and above
  • Columbia Small Cap Core Z Fund (SMCEX) has an annual stock turnover rate of 11.00% vs Small Blend average of 96.31%. It is good that Columbia Small Cap Core Z management does not trade extensively for its return.
  • Columbia Small Cap Core Z Fund (SMCEX) has a lower management fee than its Small Blend average: 1.11% vs 1.53%
  • Columbia Small Cap Core Z Fund (SMCEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Columbia Small Cap Core Z Fund (SMCEX) What we are cautious about Columbia Small Cap Core Z Fund (SMCEX)

Data for Columbia Small Cap Core Z Fund (SMCEX) as of January 31, 2010

  • Columbia Small Cap Core Z Fund (SMCEX) ratio of up-years vs down years can be improved
  • Columbia Small Cap Core Z Fund (SMCEX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.93 that is higher than category average of 25.24
See Columbia Small Cap Core Z Fund (SMCEX) performance details as of January 31, 2010

  

  

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Columbia Small Cap Core Z Fund (SMCEX) Net Asset

Track net asset change of Columbia Small Cap Core Z fund (SMCEX)

DateNet Asset
01/2010$350.15M
11/2009$347.16M
10/2009$334.07M
More historic net asset information on Columbia Small Cap Core Z Fund (SMCEX)

  

Columbia Small Cap Core Z Fund (SMCEX) Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Core Z fund (SMCEX)

DateCashStockBondOther
11/20092.09%97.91%0%0%
09/20093.18%96.82%0%0%
08/20094.44%95.56%0%0%
Click here to see more historic asset allocation information on Columbia Small Cap Core Z Fund (SMCEX)

  

Most Recent Top 10 Holdings in Columbia Small Cap Core Z Fund (SMCEX)

Discover what Columbia Small Cap Core Z Fund (SMCEX) manager is buying

30-Nov-09
BENCHMARK ELECTRONIC [3.18%]
Res-Care, Inc. [1.77%]
UNIFIRST CP [1.75%]
Progress Software Corporation [1.74%]
Kforce, Inc. [1.58%]
INVACARE CORP [1.42%]
FULLER H B CO [1.39%]
SENSIENT TECH CORP [1.33%]
E M C O R GROUP INC [1.3%]
A A R CP [1.17%]

30-Sep-09
BENCHMARK ELECTRONIC [3.13%]
Res-Care, Inc. [1.93%]
UNIFIRST CP [1.74%]
Kforce, Inc. [1.61%]
SENSIENT TECH CORP [1.43%]
FULLER H B CO [1.4%]
E M C O R GROUP INC [1.36%]
A A R CP [1.36%]
INVACARE CORP [1.25%]
Progress Software Corporation [1.2%]

31-Aug-09
BENCHMARK ELECTRONIC [3.01%]
Res-Care, Inc. [2.08%]
UNIFIRST CP [1.66%]
Kforce, Inc. [1.58%]
SENSIENT TECH CORP [1.42%]
FULLER H B CO [1.4%]
E M C O R GROUP INC [1.32%]
INVACARE CORP [1.28%]
Progress Software Corporation [1.25%]
EarthLink, Inc. [1.14%]
Click here for Stock Holding Change Map in Columbia Small Cap Core Z Fund (SMCEX)

  

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Latest News on Columbia Small Cap Core Z (SMCEX)

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