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Mutual Fund Insights: Columbia Value & Restructuring Z Fund (UMBIX)

In-depth Analysis of Columbia Value & Restructuring Z Fund (UMBIX)

Mutual fund chart: Columbia Value & Restructuring Z Fund (UMBIX)

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See Columbia Value & Restructuring Z Fund (UMBIX) performance details as of February 28, 2010

  

    Last Trade: $44.16 on 3/19/2010, Change: -0.51 (-1.14%)
Experiment our closing price forecasting tool for Columbia Value & Restructuring Z Fund (UMBIX) (alpha release)

  

Fund ManagerFund Manager - J. Nicholas Smith

Fund Manager Tenure: 1.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
J. Nicholas Smith is a Senior Vice President of the Advisor. Smith associated with the Advisor or its predecessors as an investment professional since 2005. J. Nicholas Smith holds the charted financial analyst designation.  Get more insights on J. Nicholas Smith

  

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

Data for Columbia Value & Restructuring Z Fund (UMBIX) as of February 28, 2010

  • Columbia Value & Restructuring Z Fund (UMBIX) has good short-term performance (1-year return 74.31% vs 54.22 % Large Value category average)
  • Columbia Value & Restructuring Z Fund (UMBIX) has good Long-term performance (5-year return 1.23% vs -0.22 % Large Value category average)
  • Columbia Value & Restructuring Z Fund (UMBIX) ratio of up-years vs down years is greater than 2
  • Columbia Value & Restructuring Z Fund (UMBIX) has an annual stock turnover rate of 12.00% vs Large Value average of 69.56%. It is good that Columbia Value & Restructuring Z management does not trade extensively for its return.
  • Columbia Value & Restructuring Z Fund (UMBIX) has a lower management fee than its Large Value average: 0.89% vs 1.29%
  • Columbia Value & Restructuring Z Fund (UMBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Columbia Value & Restructuring Z Fund (UMBIX) as of February 28, 2010

  • Columbia Value & Restructuring Z Fund (UMBIX) management has been with Columbia Value & Restructuring Z Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Columbia Value & Restructuring Z Fund is a focused fund with 34.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Columbia Value & Restructuring Z Fund (UMBIX) has a less-than-ideal mid-term performance (3-year return -6.02% vs -7.29 % Large Value category average)
  • Columbia Value & Restructuring Z Fund (UMBIX) has a Morningstar rating of 3 and below
  • Columbia Value & Restructuring Z Fund (UMBIX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.16 that is higher than category average of 20.8
See Columbia Value & Restructuring Z Fund (UMBIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

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Columbia Value & Restructuring Z Fund (UMBIX) Net Asset

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

DateNet Asset
02/2010$6.82B
01/2010$6.22B
11/2009$6.60B
More historic net asset information on Columbia Value & Restructuring Z Fund (UMBIX)

  

Columbia Value & Restructuring Z Fund (UMBIX) Portfolio Allocation

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

DateCashStockBondOther
11/20090.87%98.11%0%1.02%
09/20090.01%99.77%0%0.22%
08/20090%99.61%0%0.4%
Click here to see more historic asset allocation information on Columbia Value & Restructuring Z Fund (UMBIX)

  

Most Recent Top 10 Holdings in Columbia Value & Restructuring Z Fund (UMBIX)

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

30-Nov-09
PETROLEO BRASILEIRO [5.43%]
LORILLARD, INC [4.23%]
AMERICA MOVIL, S.A.B [3.74%]
UNION PACIFIC [3.35%]
HARRIS CP [3.33%]
ALPHA NATURAL RES [3.15%]
CONS ENERGY INC [2.99%]
INTL BUSINESS MACH [2.89%]
SOUTHERN COPPER CORP [2.64%]
ACE LTD [2.58%]

30-Sep-09
PETROLEO BRASILEIRO [5.29%]
LORILLARD, INC [4.36%]
AMERICA MOVIL, S.A.B [3.64%]
UNION PACIFIC [3.3%]
ALPHA NATURAL RES [3.2%]
CONS ENERGY INC [3.17%]
HARRIS CP [3.12%]
ACE LTD [2.98%]
INTL BUSINESS MACH [2.89%]
SOUTHERN COPPER CORP [2.51%]

31-Aug-09
PETROLEO BRASILEIRO [4.83%]
LORILLARD, INC [4.53%]
AMERICA MOVIL, S.A.B [3.97%]
UNION PACIFIC [3.57%]
ALPHA NATURAL RES [3.12%]
ACE LTD [3.08%]
HARRIS CP [3.05%]
INTL BUSINESS MACH [3.02%]
CONS ENERGY INC [2.78%]
SOUTHERN COPPER CORP [2.44%]
Click here for Stock Holding Change Map in Columbia Value & Restructuring Z Fund (UMBIX)

  

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