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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: $10.43 on 7/26/2016, Change: +0.00 (0%)

 

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

Fund Manager Information

Fund Manager Tenure: 3.5 years
Fund Family: Columbia
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
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 May 30, 2016

  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) management has been with Columbia Capital Allocation Mod Cnsrv Z Fund for 3.5 years
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good short-term performance (1-year return -0.27% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good mid-term performance (3-year return 4.28% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has good Long-term performance (5-year return 5.06% vs 4.31% Allocation--30% to 50% Equity 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 21.00% vs Allocation--30% to 50% Equity average of 48.09%. 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 5.41, lower than category average of 5.82
  • Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.23% vs 0.81%
  • 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 May 30, 2016

See Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Capital Allocation Mod Cnsrv Z2.87-0.274.285.06
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

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
05/2016$640.64M
03/2016$635.36M
02/2016$616.99M
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
04/201614.55%32.93%51.4%0.87%
02/20169.19%31.46%58.53%0.71%
01/20168.97%31.78%58.48%0.68%
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

Apr 29, 2016
Columbia US Government Mortgage I [14.74%]
Columbia Corporate Income I [12.1%]
Columbia US Treasury Index I [9.14%]
Columbia Disciplined Value I [5.92%]
Columbia Income Opportunities I [4.71%]
Columbia Overseas Value I [4.15%]
Columbia Disciplined Core I [4.05%]
Columbia Total Return Bond I [4.01%]
Columbia Contrarian Core I [3.46%]
Columbia Disciplined Growth I [3.38%]

Feb 28, 2016
Columbia Corporate Income I [17.58%]
Columbia US Government Mortgage I [15.03%]
Columbia US Treasury Index I [9.44%]
Columbia Limited Duration Credit Instl [6.86%]
Columbia Disciplined Value I [5.78%]
Columbia Income Opportunities I [4.84%]
Columbia Disciplined Core I [3.94%]
Columbia Overseas Value I [3.92%]
Columbia Contrarian Core I [3.42%]
Columbia Disciplined Growth I [3.33%]

Jan 30, 2016
Columbia Corporate Income I [17.4%]
Columbia US Government Mortgage I [15.12%]
Columbia US Treasury Index I [9.72%]
Columbia Limited Duration Credit Instl [6.83%]
Columbia Disciplined Value I [5.73%]
Columbia Income Opportunities I [4.77%]
Columbia Overseas Value I [4.01%]
Columbia Disciplined Core I [3.88%]
Columbia Contrarian Core I [3.42%]
Columbia Disciplined Growth I [3.29%]
Click here for Stock Holding Change Map in Columbia Capital Allocation Mod Cnsrv Z Fund (NIPAX)

  

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