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 a closer substitute for your current allocation.
Cheapest Alternatives to NIPAX
NIPAX charges 0.16% annually. There are 56 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NIPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NIPAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NIPAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NIPAX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NIPAX vs BWBIX |
Best Risk-Adjusted Alternatives to NIPAX
NIPAX has a PortfoliosLab risk / return rank of 54. There are 334 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NIPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NIPAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NIPAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 94 | — | Jan 1998 | NIPAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NIPAX vs AYBLX |
Top Performing NIPAX Alternatives (YTD)
NIPAX is at 4.17% YTD. There are 407 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.93% | — | Jan 1998 | NIPAX vs EKBAX | |
| Greenspring Fund | 22.81% | — | Jun 1983 | NIPAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | NIPAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.58% | — | Dec 2002 | NIPAX vs TIBIX | |
| ICON Equity Income Fund | 14.46% | — | May 2004 | NIPAX vs IOEZX |
Lowest Volatility Alternatives to NIPAX
NIPAX has 6.88% 1-year volatility. There are 161 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | NIPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | NIPAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | NIPAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NIPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.12% | — | Sep 2012 | NIPAX vs CSTAX |
Lowest Drawdown Alternatives to NIPAX
NIPAX has a 1-year max drawdown of -5.82%. There are 210 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NIPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NIPAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NIPAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NIPAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NIPAX vs CSTAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 54.45% | — | Jun 1983 | NIPAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 9.66% | — | Mar 1998 | NIPAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 85 | 9.74% | — | Nov 2012 | NIPAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 84 | 9.54% | — | Nov 2002 | NIPAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 53.16% | — | May 1994 | NIPAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 70 | 26.59% | — | Nov 2000 | NIPAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 71 | 26.73% | — | Nov 2000 | NIPAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 41 | 6.54% | — | Dec 1992 | NIPAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | 4.61% | — | Sep 1991 | NIPAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 39 | 3.58% | — | Mar 2008 | NIPAX vs COSZX |
Often Compared With NIPAX
Investors most often compare NIPAX with VOO, QBDSX, BERIX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NIPAX with Any Fund or Stock
Compare NIPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NIPAX with funds that move differently
Columbia Capital Allocation Moderate Conservative Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NIPAX.
Explore NIPAX Diversifiers