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Mutual Fund Insights: Columbia Mid Cap Core Z Fund (UMVEX)

In-depth Analysis of Columbia Mid Cap Core Z Fund (UMVEX)

Mutual fund chart: Columbia Mid Cap Core Z Fund (UMVEX)

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

  

    Last Trade: $14.88 on 3/18/2010, Change: -0.08 (-0.53%)
Experiment our closing price forecasting tool for Columbia Mid Cap Core Z Fund (UMVEX) (alpha release)

  

Fund ManagerFund Manager - Craig Leopold

Fund Manager Tenure: 1.4 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Leopold is Vice President of the Advisor. He associated with the Advisor or its predecessors since 2003. Prior to joining Columbia Management, he was a senior equity analyst at Rockefeller & Company, responsible for covering the technology hardware, IT services, software, hospitals and drug distribution sectors. Leopold holds the Chartered Financial Analyst designation.  Get more insights on Craig Leopold

  

What we like about Columbia Mid Cap Core Z Fund (UMVEX) What we like about Columbia Mid Cap Core Z Fund (UMVEX)

Data for Columbia Mid Cap Core Z Fund (UMVEX) as of January 31, 2010

  • Columbia Mid Cap Core Z Fund (UMVEX) ratio of up-years vs down years is greater than 2
  • Columbia Mid Cap Core Z Fund (UMVEX) has a lower management fee than its Mid-Cap Blend average: 1.05% vs 1.38%
  • Columbia Mid Cap Core Z Fund (UMVEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Columbia Mid Cap Core Z Fund (UMVEX) What we are cautious about Columbia Mid Cap Core Z Fund (UMVEX)

Data for Columbia Mid Cap Core Z Fund (UMVEX) as of January 31, 2010

  • Columbia Mid Cap Core Z Fund (UMVEX) management has been with Columbia Mid Cap Core Z Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Columbia Mid Cap Core Z Fund (UMVEX) has a less-than-ideal short-term performance (1-year return 39.02% vs 42.02% Mid-Cap Blend category average)
  • Columbia Mid Cap Core Z Fund (UMVEX) has a less-than-ideal mid-term performance (3-year return -13.40% vs -6.52% Mid-Cap Blend category average)
  • Columbia Mid Cap Core Z Fund (UMVEX) has a less-than-ideal Long-term performance (5-year return -3.24% vs 1.32% Mid-Cap Blend category average)
  • Columbia Mid Cap Core Z Fund (UMVEX) has a Morningstar rating of 3 and below
  • Columbia Mid Cap Core Z Fund (UMVEX) does not have a good risk adjusted return as its 3-year Alpha of -3.54 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.49
  • Columbia Mid Cap Core Z Fund (UMVEX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.16 that is higher than category average of 24.11
See Columbia Mid Cap Core Z Fund (UMVEX) performance details as of January 31, 2010

  

  

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Columbia Mid Cap Core Z Fund (UMVEX) Net Asset

Track net asset change of Columbia Mid Cap Core Z fund (UMVEX)

DateNet Asset
01/2010$69.85M
11/2009$73.33M
10/2009$72.95M
More historic net asset information on Columbia Mid Cap Core Z Fund (UMVEX)

  

Columbia Mid Cap Core Z Fund (UMVEX) Portfolio Allocation

Track portfolio allocation change of Columbia Mid Cap Core Z fund (UMVEX)

DateCashStockBondOther
11/20090.95%99.04%0%0%
09/20090.3%99.7%0%0%
08/20090.24%99.76%0%0%
Click here to see more historic asset allocation information on Columbia Mid Cap Core Z Fund (UMVEX)

  

Most Recent Top 10 Holdings in Columbia Mid Cap Core Z Fund (UMVEX)

Discover what Columbia Mid Cap Core Z Fund (UMVEX) manager is buying

30-Nov-09
AVON PRODUCTS INC [1.52%]
SEMPRA ENERGY [1.44%]
AMERIPRISE FINANCIAL [1.32%]
PRINCIPAL FINL GROUP [1.28%]
DOVER CP [1.26%]
T. Rowe Price Group, Inc. [1.24%]
PG&E CP [1.22%]
PARKER HANNIFIN CP [1.2%]
DISH Network Corporation [1.2%]
DISCOVER FIN SVCS [1.19%]

30-Sep-09
AVON PRODUCTS INC [1.42%]
PRINCIPAL FINL GROUP [1.3%]
SEMPRA ENERGY [1.28%]
PENNEY J C CO HOLDIN [1.22%]
AMERIPRISE FINANCIAL [1.19%]
DISCOVER FIN SVCS [1.18%]
NABORS INDS INC NEW [1.16%]
PRUDENTIAL FINCL INC [1.15%]
DOVER CP [1.13%]
PG&E CP [1.1%]

31-Aug-09
PRINCIPAL FINL GROUP [1.4%]
AVON PRODUCTS INC [1.38%]
ANALOG DEVICES [1.27%]
XCEL ENERGY INC [1.26%]
PRUDENTIAL FINCL INC [1.2%]
Fifth Third Bancorp [1.2%]
SEMPRA ENERGY [1.16%]
Altera Corporation [1.13%]
PENNEY J C CO HOLDIN [1.12%]
CIGNA CP [1.12%]
Click here for Stock Holding Change Map in Columbia Mid Cap Core Z Fund (UMVEX)

  

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