Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Dean L. Boebinger

Houston, TX
(281) 378-8008
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NIPAX Insights | NIPAX Score | NIPAX Performance | NIPAX News | NIPAX Allocation | NIPAX Holdings Change

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: $11.24 on 12/19/2014, Change: +0.03 (0.27%)

 

Graph of Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) ManagerFund Manager - Jeffrey L. Knight

Fund Manager Information

Fund Manager Tenure: 1.9 years
Fund Family: Columbia
Fund Category: Conservative Allocation
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (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 Nov 29, 2014

  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good short-term performance (1-year return 6.94% vs 5.78% Conservative Allocation category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good mid-term performance (3-year return 8.68% vs 7.98% Conservative Allocation category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good Long-term performance (5-year return 8.23% vs 7.28% 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
  • Asset base in Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has an annual stock turnover rate of 30.00% vs Conservative Allocation average of 32.66%. 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 4.35, lower than category average of 4.81
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has a lower expense ratio than its Conservative Allocation average: 0.24% vs 0.83%
  • 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 Nov 29, 2014

  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) management has been with Columbia Capital Allocation Mod Cnsrv Z Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
See Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) performance details as of Nov 29, 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 Z5.916.948.688.23
Hartford Balanced Income I (HBLIX)8.429.8212.2211.16Compare
Voya Strategic Allocation Conservative S (ISCVX)7.138.1210.548.82Compare
James Balanced: Golden Rainbow Instl (GLRIX)7.338.159.869.48Compare

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
iShares S&P Moderate Allocation (AOM)5.17%5.93%8.08%
iShares S&P Conservative Allocation (AOK)4.52%4.95%6.07%
TDX Independence In-Target ETF (TDX)0.49%2.17%6.28%
PowerShares CEF Income Composite (PCEF)7.57%10.01%9.75%

 

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
11/2014$693.69M
10/2014$685.47M
09/2014$685.38M
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
10/201416.37%27.52%52.71%0.61%
09/201424.91%30.6%41.53%0.79%
08/201422.4%30.64%43.62%0.74%
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

Oct 30, 2014
Columbia Corporate Income I [18.6%]
Columbia US Government Mortgage I [13.7%]
Columbia Limited Duration Credit Instl [6.29%]
Columbia Large Value Quantitative I [5.37%]
Columbia Contrarian Core I [4.16%]
Columbia Overseas Value I [3.93%]
E-mini S&P 500 Index Future Dec14 [3.82%]
Columbia Large Core Quantitative Instl [3.73%]
Columbia Large Growth Quantitative I [3.03%]
Columbia European Equity I [3.01%]

Sep 29, 2014
Columbia Corporate Income I [19.17%]
Columbia US Government Mortgage I [14.33%]
Columbia Limited Duration Credit Instl [6.53%]
Columbia Large Value Quantitative I [5.22%]
Columbia Contrarian Core I [4%]
Columbia Overseas Value I [3.93%]
Columbia Large Core Quantitative Instl [3.82%]
Columbia Income Opportunities I [3.09%]
Columbia European Equity I [2.98%]
Columbia Large Growth Quantitative I [2.85%]

Aug 30, 2014
Columbia Corporate Income I [19.28%]
Columbia US Government Mortgage I [14.06%]
Columbia Limited Duration Credit Instl [6.43%]
Columbia Large Value Quantitative I [5.28%]
Columbia Contrarian Core I [4.02%]
Columbia Overseas Value I [3.99%]
Columbia Large Core Quantitative Instl [3.86%]
Columbia Income Opportunities I [3.08%]
Columbia European Equity I [3%]
Columbia Large Growth Quantitative I [2.9%]
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)

 

Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) Related ResourcesSee more information on Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund

Popular pages on Columbia Capital Allocation Mod Cnsrv Z (NIPAX) Fund