NIPAX Mutual Fund
NIPAX Mutual Fund
Columbia Capital Allocation Moderate Conservative Portfolio Class I
NIPAX Mutual Fund Overview
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 0.66%, holding 40 positions across sectors including Unknown, Other. Inception date: 1996-10-15.
NIPAX performance shows a YTD return of 4.99%. The 1-year return is 12.25% and the 5-year return is 4.53%. NIPAX dividend yield stands at 5.27%, paid quarterly.
NIPAX top holdings include Columbia Bond Fund (23.5%), Columbia Select Corporate Income Fund (10.4%), Columbia Select Large Cap Equity Fund (7.5%), Columbia Contrarian Core Fund (7.4%), Columbia Disciplined Core Fund (7.3%). View all NIPAX holdings, sector breakdown, or dividend history.
NIPAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NIPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.