NIICX : Columbia Capital Allocation Moderate Conservative Portfolio Class C

NIICX is a Allocation Market All-In-One with HIGH fees.

NIICX

Columbia Capital Allocation Moderate Conservative Portfolio Class C

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

32% FI Score
  • niicx
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Moderate Conservative Portfolio Class C

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks the highest level of total return that is consistent with a moderate conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

Largest Holdings

Amount Holding
13.65% Columbia Quality Income Inst3
11.34% Columbia US Treasury Index Inst3
5.56% 10 Year Treasury Note Future June 20
5.25% Columbia Total Return Bond Inst3
5.18% Columbia Disciplined Core Inst3
5.07% E-mini S&P 500 June20
5.06% Columbia Corporate Income Inst3
4.99% Columbia Short Term Bond Inst3
4.54% Columbia Disciplined Value Inst3
4.18% Columbia Multi-Asset Income Inst3
3.89% Columbia Select Large Cap Equity Inst3
3.47% Columbia Income Opportunities Inst3
3.00% Columbia Contrarian Core Inst3
2.98% Ultra US Treasury Bond Future June 20
2.59% Columbia Disciplined Growth Inst3
2.36% Columbia Limited Duration Credit Inst3
2.06% Columbia Overseas Core Institutional 3
1.96% Columbia Contrarian Europe Inst3
1.81% Columbia Emerging Markets Bond Inst3
1.75% Columbia Large Cap Growth Inst3
1.42% Columbia Mortgage Opportunities Inst3
1.17% Columbia Emerging Markets Inst3
1.02% Columbia Overseas Value Inst3
0.94% Columbia Small Cap Index Inst3

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