NIICX Mutual Fund

NIICX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class C) is managed by Columbia Threadneedle Investments with $14.6M in net assets. NIICX expense ratio is 1.68%, holding 40 positions across various sectors. Inception date: 1996-10-15.

NIICX performance shows a YTD return of 3.08%. The 1-year return is 4.96% and the 5-year return is 3.21%. NIICX dividend yield stands at 2.33%, paid quarterly.

NIICX top holdings include Columbia Core Bond Etf (21.3%), Columbia Select Corporate Income Fund (10.0%), Columbia Contrarian Core Fund (7.6%), Columbia Discipline Core-I3 (7.6%), Columbia Cornerstone Equity Fd I3 (7.5%). Go to all NIICX holdings, NIICX sectors, or NIICX dividends.

NIICX can be compared against other funds. Use NIICX overlap to find shared positions, or NIICX vs another fund for a side-by-side view. NIICX alternatives are available via the screener, along with tax-loss harvesting opportunities.