NIPAX Mutual Fund

NIPAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class I) is managed by Columbia Threadneedle Investments with $12.2M in net assets. NIPAX expense ratio is 0.68%, holding 20 positions across various sectors. Inception date: 1996-10-15.

NIPAX performance shows a YTD return of 4.18%. The 1-year return is 5.06% and the 5-year return is 4.09%. NIPAX dividend yield stands at 3.36%, paid quarterly.

NIPAX top holdings include Columbia Core Bond Etf (21.3%), Columbia Select Corporate Income Fund (9.9%), Columbia Contrarian Core Fund (7.7%), Columbia Discipline Core-I3 (7.7%), Columbia Cornerstone Equity Fd I3 (7.7%). Go to all NIPAX holdings, NIPAX sectors, or NIPAX dividends.

NIPAX can be compared against other funds. Use NIPAX overlap to find shared positions, or NIPAX vs another fund for a side-by-side view. NIPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.