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Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

    Last Trade: $11.50 on 4/23/2014, Change: +0.01 (0.09%)

 

Graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) ManagerFund Manager - Anwiti Bahuguna

Fund Manager Information

Fund Manager Tenure: 5.2 years
Fund Family: Columbia
Fund Category: Conservative Allocation
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) ProfileColumbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Profile

Fund Profile and Description

Columbia Capital Allocation Mod Cnsrv Z Fund seeks total return, consisting of current income and modest capital appreciation. Under normal circumstances, the portfolio invests most of its assets in shares of mutual funds managed by the Adviser or its affiliates (Columbia Funds), exchange-traded funds (ETFs) and third party-advised funds (collectively, Underlying Funds), equity and fixed income securities, including Treasury Inflation Protected Securities (TIPS), and other instruments such as derivatives.

 

Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund Strength What we like about Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

Data for Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) as of Mar 30, 2014

  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) management has been with Columbia Capital Allocation Mod Cnsrv Z Fund for 5.2 years
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good short-term performance (1-year return 7.24% vs 6.25% Conservative Allocation category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good mid-term performance (3-year return 6.98% vs 5.95% Conservative Allocation category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good Long-term performance (5-year return 12.03% vs 11.06% Conservative Allocation category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) ratio of up-years vs down years is greater than 2
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has a Morningstar rating of 4 and above
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has an annual stock turnover rate of 30.00% vs Conservative Allocation average of 51.41%. It is good that Columbia Capital Allocation Mod Cnsrv Z management does not trade extensively for its return.
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.66, lower than category average of 6.17
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has a lower expense ratio than its Conservative Allocation average: 0.24% vs 0.92%
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Weakness What we are cautious about Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

Data for Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) as of Mar 30, 2014

See Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)Compare with other top Conservative Allocation category mutual funds

Aadditional top Conservative Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Capital Allocation Mod Cnsrv Z1.557.246.9812.03
Hartford Balanced Income I (HBLIX)2.749.9310.9316.10Compare
ING Strat Allocation Cnsrv Port S (ISCVX)1.919.437.9713.22Compare
Thrivent Diversified Income Plus A (AAHYX)1.396.407.7515.24Compare

See top fund managers for Conservative Allocation Category Funds

 

Compare Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)Compare with Conservative Allocation category ETFs

Some Conservative Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
TDX Independence In-Target ETF (TDX)-0.49%8.41%5.32%
iShares S&P Moderate Allocation (AOM)1.49%8.13%6.64%
iShares S&P Conservative Allocation (AOK)1.39%5.82%5.67%
PowerShares CEF Income Composite (PCEF)3.80%2.48%6.93%

 

Graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Net Asset TrackingColumbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund Net Asset

Track net asset change of Columbia Capital Allocation Mod Cnsrv Z fund (NIPAX)

DateNet Asset
03/2014$700.71M
02/2014$706.20M
01/2014$694.57M
More historic net asset information on Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)

  

Graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Portfolio TrackingColumbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Capital Allocation Mod Cnsrv Z fund (NIPAX)

DateCashStockBondOther
02/201412.35%33.31%51.75%0.96%
01/201412.35%32.93%52.28%0.8%
12/201311.79%34.17%51.64%0.67%
Click here to see more historic asset allocation information on Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)

 

graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Top 10 Position TrackingTop 10 Holdings in Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

Discover what Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) manager is buying

Feb 27, 2014
Columbia Corporate Income I [18.69%]
Columbia US Government Mortgage I [14.85%]
Columbia Limited Duration Credit Instl [6.79%]
Columbia Overseas Value I [5.27%]
Columbia Income Opportunities I [4.77%]
Columbia Large Value Quantitative I [4.77%]
Columbia Emerging Markets Bond I [4.47%]
Columbia Contrarian Core I [4.23%]
Columbia European Equity I [3.55%]
Columbia Large Growth Quantitative I [3.53%]

Jan 30, 2014
Columbia Corporate Income I [18.86%]
Columbia US Government Mortgage I [15.08%]
Columbia Limited Duration Credit Instl [6.9%]
Columbia Overseas Value I [5.19%]
Columbia Income Opportunities I [4.79%]
Columbia Large Value Quantitative I [4.72%]
Columbia Emerging Markets Bond I [4.42%]
Columbia Contrarian Core I [4.17%]
Columbia Large Growth Quantitative I [3.48%]
Columbia European Equity I [3.43%]

Dec 30, 2013
Columbia Corporate Income I [18.67%]
Columbia US Government Mortgage I [14.85%]
Columbia Limited Duration Credit Instl [6.82%]
Columbia Overseas Value I [5.09%]
Columbia Income Opportunities I [4.75%]
Columbia Emerging Markets Bond I [4.42%]
Columbia Contrarian Core I [4.26%]
Columbia European Equity I [3.57%]
Columbia Large Value Quantitative I [3.53%]
Columbia Large Growth Quantitative I [3.53%]
Click here for Stock Holding Change Map in Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)

  

Latest News on Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

See what is happening with Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)

 

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