Skip to Content
Morningstar

Columbia Capital Alloc Mod Cnsrv Inst NIPAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.53  /  0.00
  • Total Assets 347.4 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.28%
  • Turnover 11%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NIPAX

Will NIPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NIPAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NIPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NIPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broadly diversified and modestly tactical.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Columbia's Capital Allocation target-risk series provides broad market diversification with measured opportunistic tilts. The team behind the strategy is appropriately sized and skilled.

by Karen Zaya
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NIPAX

More NIPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Bond Inst3

15.03 50.8 Mil
—

Columbia Quality Income Inst3

12.60 42.5 Mil
—

Columbia US Treasury Index Inst3

12.28 41.5 Mil
—

Columbia Corporate Income Inst3

10.71 36.2 Mil
—

Columbia Overseas Core Institutional 3

9.02 30.4 Mil
—

Columbia High Yield Bond Inst3

8.05 27.2 Mil
—

Columbia Contrarian Core Inst3

7.54 25.4 Mil
—

Columbia Select Large Cap Equity Inst3

7.48 25.3 Mil
—

Columbia Disciplined Core Inst3

7.45 25.2 Mil
—

FAUDUSD20240604BCAP Purchased

6.48 21.9 Mil
Derivative