Find A Portfolio/Ticker
Comparison Box
NIPAX: COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z (MUTUAL FUND)
Basic Info 9.28 0.05(0.54%) April 26
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/20/1996 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 3.08% |
Expenses | 0.92% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/01/2024)
No data for this ticker.Email to inform us this situation.
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) 0.40% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) 0.24% (98%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) 0.44% (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) 1.36% (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.10% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) 0.37% (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.27% (96%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.24% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.54% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.68% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.56% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.48% (83%)
- PCEF (Invesco CEF Income Composite ETF) 0.73% (29%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.31% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.96% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.89% (99%)
- FT (Franklin Universal Closed Fund) 0.31% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.63% (99%)
- MFV (MFS Special Value Trust) (99%)
- TPZ (Tortoise Power and Energy Infrastructure Closed Fund) 0.07% (27%)