NIICX Mutual Fund

NIICX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class C) is managed by Columbia Threadneedle Investments with $15.3M in net assets. NIICX expense ratio is 1.68%, holding 40 positions across various sectors. Inception date: 1996-10-15.

NIICX performance shows a YTD return of 3.76%. The 1-year return is 9.82% and the 5-year return is 3.14%. NIICX dividend yield stands at 4.29%, paid quarterly.

NIICX 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%). Go to all NIICX holdings, NIICX sectors, or NIICX dividends.

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