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

Mutual Fund Insights: Columbia High Yield Municipal Z Fund (SRHMX)

In-depth Analysis of Columbia High Yield Municipal Z Fund (SRHMX)

Mutual fund chart: Columbia High Yield Municipal Z Fund (SRHMX)

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See Columbia High Yield Municipal Z Fund (SRHMX) performance details as of January 31, 2010

  

    Last Trade: $9.67 on 3/17/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Chad H Farrington

Fund Manager Tenure: 1.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Farrington is Director of the Columbia Advisor. Farrington associated with the Advisor or its predecessors as an investment professional since 2003. Farrington holds the charted financial analyst designation.  Get more insights on Chad H Farrington

  

What we like about Columbia High Yield Municipal Z Fund (SRHMX) What we like about Columbia High Yield Municipal Z Fund (SRHMX)

Data for Columbia High Yield Municipal Z Fund (SRHMX) as of January 31, 2010

  • Columbia High Yield Municipal Z Fund (SRHMX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Columbia High Yield Municipal Z Fund (SRHMX) has good mid-term performance (3-year return -0.59% vs -1.54% High Yield Muni category average)
  • Columbia High Yield Municipal Z Fund (SRHMX) has good Long-term performance (5-year return 1.84% vs 1.46% High Yield Muni category average)
  • Columbia High Yield Municipal Z Fund (SRHMX) has an annual stock turnover rate of 26.00% vs High Yield Muni average of 43.30%. It is good that Columbia High Yield Municipal Z management does not trade extensively for its return.
  • Columbia High Yield Municipal Z Fund (SRHMX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.79, lower than category average of 12.25
  • Columbia High Yield Municipal Z Fund (SRHMX) has a lower management fee than its High Yield Muni average: 0.65% vs 1.12%
  • Columbia High Yield Municipal Z Fund (SRHMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Columbia High Yield Municipal Z Fund (SRHMX) What we are cautious about Columbia High Yield Municipal Z Fund (SRHMX)

Data for Columbia High Yield Municipal Z Fund (SRHMX) as of January 31, 2010

  • Columbia High Yield Municipal Z Fund (SRHMX) management has been with Columbia High Yield Municipal Z Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Columbia High Yield Municipal Z Fund (SRHMX) has a less-than-ideal short-term performance (1-year return 22.66% vs 25.06% High Yield Muni category average)
  • Columbia High Yield Municipal Z Fund (SRHMX) ratio of up-years vs down years can be improved
  • Columbia High Yield Municipal Z Fund (SRHMX) has a Morningstar rating of 3 and below
See Columbia High Yield Municipal Z Fund (SRHMX) performance details as of January 31, 2010

  

  

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Columbia High Yield Municipal Z Fund (SRHMX) Net Asset

Track net asset change of Columbia High Yield Municipal Z fund (SRHMX)

DateNet Asset
01/2010$644.21M
11/2009$627.54M
10/2009$621.62M
More historic net asset information on Columbia High Yield Municipal Z Fund (SRHMX)

  

Columbia High Yield Municipal Z Fund (SRHMX) Portfolio Allocation

Track portfolio allocation change of Columbia High Yield Municipal Z fund (SRHMX)

DateCashStockBondOther
09/20093.65%0%96.35%0%
06/20091.89%0%98%0.11%
03/20092.16%0%97.84%0%
Click here to see more historic asset allocation information on Columbia High Yield Municipal Z Fund (SRHMX)

  

Most Recent Top 10 Holdings in Columbia High Yield Municipal Z Fund (SRHMX)

Discover what Columbia High Yield Municipal Z Fund (SRHMX) manager is buying

30-Sep-09
Tobacco Settlement Fing Corp V To 5.625% [2.7%]
Columbia Tax Exempt Reserves Frn 01Jan50 [2.52%]
New York N Y City Indl Dev Agy Spl Fa 8% [1.16%]
Matagorda Cnty Tex Nav Dist 4.4% [0.94%]
M-S-R Engy Auth 6.5% [0.85%]
Florida St Brd Ed Pub Ed Cap Outla 5% [0.83%]
New York N Y Go Bds 5% [0.82%]
Illinois Fin Auth 7% [0.79%]
North Brevard Cnty Fla Hosp Di Rev 5.75% [0.77%]
Puerto Rico Sales Tax Fing Cor Rev Bd 5% [0.77%]

30-Jun-09
Tobacco Settlement Fing Corp V To 5.625% [2.11%]
Columbia Tax Exempt Reserves Frn 01Jan50 [1.76%]
Matagorda Cnty Tex Nav Dist 4.4% [0.96%]
New York N Y Go Bds 5% [0.95%]
PUERTO RICO SALES TAX FING COR REV BDS [0.89%]
North Brevard Cnty Fla Hosp Di Rev 5.75% [0.85%]
Illinois Fin Auth 7% [0.85%]
Colorado Health Facs Auth 6.125% [0.82%]
Wisconsin St Health & Edl Facs Rev 5.25% [0.79%]
Colorado Edl & Cultural Facs A Rev 5.5% [0.78%]

31-Mar-09
Columbia Tax Exempt Reserves Frn 01Jan50 [2.37%]
New York N Y Nyc 03/13 Fixed 5 [1.08%]
Matagorda Cnty Tex Nav Dist 4.4% [1%]
Wisconsin St Health & Edl Facs Rev 5.25% [0.86%]
North Carolina Eastn Mun Pwr A Pwr 6.5% [0.86%]
COLORADO EDL & CULTURAL FACS A REV BDS [0.86%]
NEBHELP INC NEB REV JR-SUB BD [0.81%]
North Brevard Cnty Fla Hosp Di Rev 5.75% [0.8%]
California Hsg Fin Agy Rev Hm Mtg 4.625% [0.8%]
Maricopa Cnty Ariz Pollution C Ref 7.25% [0.73%]
Click here for Stock Holding Change Map in Columbia High Yield Municipal Z Fund (SRHMX)

  

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