Columbia AMT-Free South Carolina Intermediate Municipal Bond Fund Class Z Shares

 (MUTF:NSCMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.10%
   
1 week   +0.05%
   
4 week   +0.16%
   
3 month   +0.98%
   
YTD   +3.57%
   
1 year   +4.97%
   
3 years*   +3.83%
   
5 years*   +4.46%
   
*annualized
Best 3 month return+6.01%  
Worst 3 month return-4.00%  

Morningstar statistics

Morningstar category: Muni Single State Interm
  Return Risk Rating
3 years Above Average Below Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average

Key statistics

Total assets123.97M 
Front load-  
Deferred load-  
Expense ratio0.56%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks0.00%  
Bonds100.00%  
Other0.00%  

Purchase information

Initial$2,000  
10.50+0.01(0.10%)
Jul 10, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks current income exempt from U.S. federal income tax and South Carolina individual income tax, consistent with moderate fluctuation of principal. The fund normally invests at least 80% of its net assets in securities that pay interest exempt from U.S. federal income tax and South Carolina individual income tax. These securities are issued by or on behalf of the State of South Carolina and its political subdivisions, agencies, authorities and instrumentalities, by other qualified issuers and by funds that invest in such securities. The fund may invest up to 20% of its net assets in securities that pay interest subject to taxation.
Fund filings (PDF) »
Asset manager:
Brian McGreevy (Started: Jun 6, 2011)
Advisor Company:
Columbia Management Investment Advisers, LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.06 -0.43 -0.06 -0.44
Beta* 0.72 0.82 0.83 0.86
Mean annual return 0.36 0.33 0.39 0.34
R-squared* 93.10 95.22 94.52 94.53
Standard deviation 2.87 3.27 3.63 3.86
Sharpe ratio 1.49 1.17 1.28 0.62
* Against standard index

Top 10 holdings