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NIPAX: COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z (MUTUAL FUND)
Basic Info 10.08 0.04(0.40%) July 09
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/20/1996 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.92% |
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Performance Analytics (As of 01/17/2025)
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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) 0.45% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) 0.37% (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) 0.48% (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) 0.50% (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.0% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) 0.28% (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.34% (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.15% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.40% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.32% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.41% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.48% (82%)
- PCEF (Invesco CEF Income Composite ETF) 0.36% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.10% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.38% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.16% (99%)
- FT (Franklin Universal Closed Fund) 1.98% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.08% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.50% (26%)
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