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Columbia Capital Alloc Mod Cnsrv Inst NIPAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.69  /  −0.31 %
  • Total Assets 347.0 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • 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 3.26%
  • Turnover 11%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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.

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.

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Portfolio Holdings NIPAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 92.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Bond Inst3

15.04 51.7 Mil

Columbia Quality Income Inst3

12.61 43.3 Mil

Columbia US Treasury Index Inst3

12.27 42.2 Mil

Columbia Corporate Income Inst3

10.67 36.7 Mil

Columbia Overseas Core Institutional 3

8.77 30.1 Mil

Columbia High Yield Bond Inst3

8.04 27.6 Mil

Columbia Contrarian Core Inst3

7.64 26.3 Mil

Columbia Disciplined Core Inst3

7.56 26.0 Mil

Columbia Select Large Cap Equity Inst3

7.51 25.8 Mil

Columbia Short-Term Cash

5.12 17.6 Mil
Cash and Equivalents