Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) Alternatives
Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NIPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NIPAX
NIPAX charges 0.16% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NIPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NIPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NIPAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NIPAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | NIPAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NIPAX vs BWBIX |
Best Risk-Adjusted Alternatives to NIPAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NIPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NIPAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NIPAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NIPAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NIPAX vs PMAIX |
Top Performing NIPAX Alternatives (YTD)
NIPAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | NIPAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NIPAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NIPAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NIPAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NIPAX vs CONWX |
Lowest Volatility Alternatives to NIPAX
NIPAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NIPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NIPAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NIPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NIPAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NIPAX vs SICIX |
Lowest Drawdown Alternatives to NIPAX
NIPAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NIPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NIPAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NIPAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NIPAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NIPAX vs SICIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With NIPAX
What investors most often compare with NIPAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NIPAX vs VOO | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | NIPAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | NIPAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | NIPAX vs WWWEX |
Compare NIPAX with Any Fund or Stock
Compare NIPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.