NIPAX Mutual Fund

NIPAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class I) is managed by Columbia Threadneedle Investments with $12.5M in net assets. NIPAX expense ratio is 0.68%, holding 40 positions across various sectors. Inception date: 1996-10-15.

NIPAX performance shows a YTD return of 4.30%. The 1-year return is 10.86% and the 5-year return is 4.18%. NIPAX dividend yield stands at 5.31%, 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%). 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.