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Columbia Value and Restructuring Z (UMBIX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Value and Restructuring Z (UMBIX) Fund

    Last Trade: $38.10 on 6/24/2016, Change: -1.66 (-4.18%)

 

Graph of Columbia Value and Restructuring Z Fund (UMBIX) ManagerFund Manager - Guy W. Pope

Fund Manager Information

Fund Manager Tenure: 7.6 years
Fund Family: Columbia
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

Graph of Columbia Value and Restructuring Z Fund (UMBIX) ProfileColumbia Value and Restructuring Z Fund (UMBIX) Profile

Fund Profile and Description

Columbia Value and Restructuring Z Fund seeks long-term capital appreciation. Columbia Value and Restructuring Z Fund normally invests at least 65% of total assets in common stocks of companies that the Advisor believes will benefit from various types of restructuring efforts or industry consolidation. It may invest in companies that have market capitalizations of any size. Columbia Value and Restructuring Z Fund may invest in foreign securities, including securities of companies in emerging market countries. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

 

Columbia Value and Restructuring Z (UMBIX) Fund Strength What we like about Columbia Value and Restructuring Z (UMBIX) Fund

Data for Columbia Value and Restructuring Z Fund (UMBIX) as of May 30, 2016

  • Columbia Value and Restructuring Z Fund (UMBIX) management has been with Columbia Value and Restructuring Z Fund for 7.6 years
  • Columbia Value and Restructuring Z Fund (UMBIX) has good short-term performance (1-year return 1.41% vs -1.15% Large Blend category median performance)
  • Columbia Value and Restructuring Z Fund (UMBIX) has good mid-term performance (3-year return 11.52% vs 9.43% Large Blend category median performance)
  • Columbia Value and Restructuring Z Fund (UMBIX) ratio of up-years vs down years is greater than 2
  • Columbia Value and Restructuring Z Fund (UMBIX) has a lower expense ratio than its Large Blend average: 0.97% vs 1.02%
  • Columbia Value and Restructuring Z Fund (UMBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Value and Restructuring Z Fund (UMBIX) Weakness What we are cautious about Columbia Value and Restructuring Z (UMBIX) Fund

Data for Columbia Value and Restructuring Z Fund (UMBIX) as of May 30, 2016

  • Columbia Value and Restructuring Z Fund (UMBIX) has a less-than-ideal Long-term performance (5-year return 9.44% vs 10.15% Large Blend category median performance)
  • Columbia Value and Restructuring Z Fund (UMBIX) has a Morningstar rating of 3 and below
  • Columbia Value and Restructuring Z Fund (UMBIX) has an annual stock turnover rate of 58.00% that is higher than the Large Blend average of 53.12%. This could mean Columbia Value and Restructuring Z is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Value and Restructuring Z Fund (UMBIX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.7 that is higher than category average of 11.67
See Columbia Value and Restructuring Z Fund (UMBIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Value and Restructuring Z Fund (UMBIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Value and Restructuring Z3.341.4111.529.44
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Columbia Value and Restructuring Z Fund (UMBIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Columbia Value and Restructuring Z Fund (UMBIX) Net Asset TrackingColumbia Value and Restructuring Z (UMBIX) Fund Net Asset

Track net asset change of Columbia Value and Restructuring Z fund (UMBIX)

DateNet Asset
05/2016$1.45B
03/2016$1.46B
02/2016$1.40B
More historic net asset information on Columbia Value and Restructuring Z Fund (UMBIX)

  

Graph of Columbia Value and Restructuring Z Fund (UMBIX) Portfolio TrackingColumbia Value and Restructuring Z (UMBIX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Value and Restructuring Z fund (UMBIX)

DateCashStockBondOther
04/20160.65%97.56%0%1.79%
02/20160.8%98.61%0%0.59%
01/20161.93%98.07%0%0%
Click here to see more historic asset allocation information on Columbia Value and Restructuring Z Fund (UMBIX)

 

graph of Columbia Value and Restructuring Z Fund (UMBIX) Top 10 Position TrackingTop 10 Holdings in Columbia Value and Restructuring Z (UMBIX) Fund

Discover what Columbia Value and Restructuring Z Fund (UMBIX) manager is buying

Apr 29, 2016
Apple Inc. [3.21%]
Berkshire Hathaway Inc B [3.12%]
Citigroup, Inc. Common Stock [2.9%]
Verizon Communications Inc. Com [2.89%]
JP Morgan Chase & Co. Common St [2.75%]
CVS Health Corporation Common S [2.67%]
Johnson & Johnson Common Stock [2.57%]
Alphabet Inc. [2.41%]
Pfizer, Inc. Common Stock [2.36%]
Comcast Corporation [2.35%]

Feb 28, 2016
Apple Inc. [3.09%]
Verizon Communications Inc. Com [3.08%]
Berkshire Hathaway Inc B [2.99%]
CVS Health Corporation Common S [2.82%]
Microsoft Corporation [2.65%]
JP Morgan Chase & Co. Common St [2.62%]
Johnson & Johnson Common Stock [2.51%]
Alphabet Inc. [2.47%]
Medtronic plc. Ordinary Shares [2.45%]
Citigroup, Inc. Common Stock [2.45%]

Jan 30, 2016
Apple Inc. [3.31%]
Verizon Communications Inc. Com [3.06%]
Berkshire Hathaway Inc B [2.79%]
Microsoft Corporation [2.78%]
Medtronic plc. Ordinary Shares [2.73%]
CVS Health Corporation Common S [2.71%]
JP Morgan Chase & Co. Common St [2.68%]
Citigroup, Inc. Common Stock [2.6%]
Johnson & Johnson Common Stock [2.59%]
Alphabet Inc. [2.55%]
Click here for Stock Holding Change Map in Columbia Value and Restructuring Z Fund (UMBIX)

  

Latest News on Columbia Value and Restructuring Z (UMBIX) Fund

See what is happening with Columbia Value and Restructuring Z Fund (UMBIX)

 

Columbia Value and Restructuring Z Fund (UMBIX) Related ResourcesSee more information on Columbia Value and Restructuring Z (UMBIX) Fund

Popular pages on Columbia Value and Restructuring Z (UMBIX) Fund

  

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