# Portfolio overlap — NIPAX vs IMRFX Comparing **Columbia Capital Allocation Moderate Conservative Portfolio** (2026-01-31) and **Columbia Global Opportunities Fund** (2026-01-31). - Shared positions: 12 - Columbia Capital Allocation Moderate Conservative Portfolio covered by Columbia Global Opportunities Fund: 0.06815313250199490349544191923 - Columbia Global Opportunities Fund covered by Columbia Capital Allocation Moderate Conservative Portfolio: 0.06815313250199490349544191923 ## Columbia Capital Allocation Moderate Conservative Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | Columbia Bond Fund | 0.235839 | | | COLUMBIA SELECT CORPORATE INCOME FUND | 0.104272 | | | Columbia Select Large Cap Equity Fund | 0.075018 | | | COLUMBIA TRUST CONTRARIAN CORE FD | 0.074719 | | | Columbia Disciplined Core Fund | 0.073858 | | | COLUMBIA US GOVERNMENT MORTGAGE | 0.069864 | | | COLUMBIA OVERSEAS CORE FUND | 0.066987 | | | Columbia US Treasury Index Fund | 0.059857 | | | Columbia High Yield Bond Fund | 0.059635 | ✓ | | COLUMBIA SHORT TERM CASH FUND | 0.037861 | ✓ | | COLUMBIA CORNERSTONE GROWTH FUND | 0.031683 | | | COLUMBIA LARGE CAP VALUE FUND | 0.030086 | | | Columbia Emerging Markets Bond Fund | 0.030053 | | | Columbia Research Enhanced Emerging Economies ETF | 0.019756 | | | COLUMBIA EMERGING MARKETS FUND | 0.016109 | | | Columbia Select Small Cap Value Fund | 0.006267 | | | Columbia Small Cap Growth Fund | 0.006092 | | | WORLDCLIMATE PARI MAR26 | 0.001413 | ✓ | | ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000227 | ✓ | | ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000098 | ✓ | | ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000085 | ✓ | | SPI 200 MAR 26 | 0.000076 | ✓ | | WHEAT MAY 26 | 0.000061 | ✓ | | US DOLLARS | 0.000045 | ✓ | | US DOLLARS | 0.000030 | ✓ | | ZAR/USD FORWARD | 0.000010 | ✓ | | WHEAT SEP 26 | 0.000000 | ✓ | ## Columbia Global Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | COLUMBIA SHORT TERM CASH FUND | 0.197532 | ✓ | | Columbia High Yield Bond Fund | 0.028321 | ✓ | | iShares JP Morgan USD Em Mkts Bd ETF | 0.024379 | | | NVIDIA CORP | 0.023397 | | | COLUMBIA COMMODITY STRATEGY FUND | 0.023025 | | | Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf | 0.020009 | | | ALPHABET INC CL C | 0.019717 | | | MICROSOFT CORP | 0.018424 | | | ISHARES MSCI CANADA ETF | 0.015583 | | | AMAZON.COM INC | 0.013898 | | | APPLE INC | 0.013549 | | | SWEDISH GOVRNMNT | 0.011144 | | | CANADIAN GOVERNMENT /CAD/ REGD 3.00000000 | 0.010622 | | | BROADCOM INC | 0.010554 | | | TSMC | 0.010162 | | | FNCL 5 3/24 | 0.009700 | | | META PLATFORMS INC CL A | 0.009589 | | | People's Republic of China | 0.009437 | | | Government of Canada | 0.008457 | | | JPMORGAN CHASE and CO | 0.008331 | | | French Republic Government Bonds OAT | 0.007055 | | | The Central People's Government of the People's Republic of China | 0.007003 | | | Mexico Bonos | 0.006961 | | | Gouvernement De France | 0.006563 | | | LILLY ELI and CO | 0.006273 | | | CITIGROUP INC | 0.006120 | | | BANK OF AMERICA CORPORATION | 0.006003 | | | GOLDMAN SACHS GROUP INC | 0.005547 | | | Government National Mortgage Association, TBA | 0.005423 | | | NEW ZEALAND GVT | 0.005413 | | | PARKER HANNIFIN CORP | 0.005245 | | | MASTERCARD INC CL A | 0.005209 | | | SAMSUNG ELECTRONICS CO LTD | 0.005203 | | | WALMART INC | 0.005155 | | | MICRON TECHNOLOGY INC | 0.004993 | | | HARTFORD INSURANCE GROUP INC/THE | 0.004973 | | | NETHERLANDS GOVT | 0.004869 | | | SCHWAB CHARLES CORP | 0.004792 | | | GENERAL DYNAMICS CORPORATION | 0.004680 | | | PALO ALTO NETWORKS INC | 0.004422 | | | UNITED KINGDOM GILT GBP REG S 3.25% 01-22-44 | 0.004403 | | | TJX COS INC | 0.004343 | | | AT&T INC | 0.004261 | | | Uniform Mortgage-Backed Security, TBA | 0.004228 | | | Uniform Mortgage-Backed Security, TBA | 0.004157 | | | SWEDISH GOVRNMNT | 0.004041 | | | TE CONNECTIVITY PLC | 0.004028 | | | ENTERGY CORP | 0.003973 | | | New Zealand Parliament | 0.003955 | | | GERMANY FEDERAL REPUBLIC OF 2.6% 08/15/2034 REGS | 0.003949 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-033306` (as of 2026-01-31) - N-PORT (fund B) — accession `0001410368-26-033310` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _