NIPAX Mutual Fund Analysis & Holdings | MarketXLS

NIPAX Mutual Fund

NAV$10.82

AUM$12M

TER0.66%

Holdings40

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NIPAX Mutual Fund

NAV$10.82

Columbia Capital Allocation Moderate Conservative Portfolio Class I

AUM$12M

TER0.66%

Holdings40

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NIPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NIPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NIPAX Mutual Fund Overlap Analysis

NIPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NIPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, NIPAX may share significant positions with broad-market funds.

NIPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NIPAX tax-loss harvesting finds highly correlated but non-identical funds.