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NIPAX Holdings List NMFQS:NIPAX

Allocation--30% to 50% Equity | Columbia
$10.90
↑ $0.04 (0.37%)
Last Updated: Jul 16, 2026

Columbia Capital Allocation Moderate Conservative Portfolio Institutional Class (NIPAX) - Allocation--30% to 50% Equity fund with $556.54 Million in assets. The fund allocates 85.63% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Columbia Bond Fund at 23.47% of total assets. This is followed by Columbia Quality Income Fund (6.90%) and Columbia US Treasury Index Fund (5.96%).

NIPAX Holdings

Name Weight Owned Change
Columbia Bond Fund 23.47% - -
Columbia Quality Income Fund 6.90% - -
Columbia US Treasury Index Fund 5.96% - -
Columbia Corporate Income Fund 10.53% - -
Columbia Overseas Core Fund 6.72% - -
Columbia High Yield Bond Fund 5.93% - -
Columbia Disciplined Core Fund 7.35% - -
Columbia Contrarian Core Fund 7.53% - -
Columbia Select Large Cap Equity Fund 7.47% - -
COLUMBIA SHORT TERM CASH FUND 3.77% - -
Columbia Select Corp Income Fd I3 10.31% - -
Columbia Cornerstone Equity Fd I3 7.55% - -
COLUMBIA SELECT CORPORATE INCOME FUND 10.38% - -
COLUMBIA TRUST CONTRARIAN CORE FD 7.44% - -
COLUMBIA US GOVERNMENT MORTGAGE 6.95% - -
COLUMBIA OVERSEAS CORE FUND 6.67% - -

Asset Allocation

Bond 39.81%
Cash 15.90%
Non US Stock 6.65%
Not Classified 0.07%
Other 2.54%
US Stock 35.03%

Market Cap

AverageMarketCap 180775.46%
Giant 20.02%
Large 14.26%
Medium 8.25%
Micro 0.64%
Small 2.65%

Sector Weights

Cash and Equivalents 2.50%
Corporate 2.50%
Derivative 2.50%
Government 2.50%
Municipal 2.50%
Securitized 2.50%
Basic Materials 3.39%
Consumer Cyclical 9.71%
Financial Services 16.00%
Real Estate 1.72%
Consumer Defensive 4.30%
Healthcare 8.69%
Utilities 2.50%
Communication Services 8.70%
Energy 4.83%
Industrials 10.35%
Technology 29.81%

World Regions

Latin America 0.91%
North America 75.54%
Asia Developed 5.59%
Asia Emerging 5.07%
Australasia 0.67%
Japan 3.12%
Africa/Middle East 1.32%
Europe Developed 5.78%
Europe Emerging 0.49%
United Kingdom 1.43%