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NIPAX: COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z (MUTUAL FUND)
Basic Info 9.53 0(0.0%) May 17
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/20/1996 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 4.48% |
Expenses | 0.92% |
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Performance Analytics (As of 04/01/2024)
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Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) 0.10% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) (98%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.0% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.09% (96%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.0% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.0% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.14% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.02% (83%)
- PCEF (Invesco CEF Income Composite ETF) 0.05% (29%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.15% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.06% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.34% (99%)
- FT (Franklin Universal Closed Fund) 0.29% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.42% (99%)
- MFV (MFS Special Value Trust) (99%)
- TPZ (Tortoise Power and Energy Infrastructure Closed Fund) 0.13% (27%)