Morningstar

Columbia Capital Allocation Moderate Conservative Portfolio Class R CLIRX

Medalist Rating as of May 18, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks the highest level of total return that is consistent with a moderate conservative level of risk. The fund is primarily managed as a fund that invests in other funds (i.e., a “fund-of-funds”) that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds, including exchange-traded funds (ETFs), for which Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NIPAX	Columbia Capital Allocation Moderate Conservative Portfolio Institutional Class	Institutional	Open			Oct 15, 1996	$12.36M	0.680%	Average	$2,000	−$75,078.16
NLGAX	Columbia Capital Allocation Moderate Conservative Portfolio Class A	Front Load	Open			Oct 15, 1996	$289.97M	0.930%	Average	$2,000	−$26.41M
NIICX	Columbia Capital Allocation Moderate Conservative Portfolio Class C	Level Load	Open			Oct 15, 1996	$14.52M	1.680%	Average	$2,000	−$3.62M
CLIRX	Columbia Capital Allocation Moderate Conservative Portfolio Class R	Retirement, Medium	Open			Jan 23, 2006	$235,592.00	1.180%	Average	$0	−$1.45M

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