NBGPX Mutual Fund
NBGPX Mutual Fund
NBGPX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class I
NBGPX Mutual Fund Overview
NBGPX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class I) is managed by Columbia Threadneedle Investments with $115.4M in net assets. NBGPX expense ratio is 0.74%, holding 39 positions across various sectors. Inception date: 1996-10-15.
NBGPX performance shows a YTD return of 7.83%. The 1-year return is 10.92% and the 5-year return is 7.26%. NBGPX dividend yield stands at 2.48%, paid quarterly.
NBGPX top holdings include Columbia Core Bond Etf (13.9%), Columbia Contrarian Core Fund (12.7%), Columbia Cornerstone Equity Fd I3 (12.6%), Columbia Cornerstone Growth Fund (12.1%), Columbia Intrinsic Value Fd I3 (11.2%). Go to all NBGPX holdings, NBGPX sectors, or NBGPX dividends.
NBGPX can be compared against other funds. Use NBGPX overlap to find shared positions, or NBGPX vs another fund for a side-by-side view. NBGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.