NLGAX Mutual Fund

NLGAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class A) is managed by Columbia Threadneedle Investments with $292.0M in net assets. NLGAX expense ratio is 0.93%, holding 40 positions across various sectors. Inception date: 1996-10-15.

NLGAX performance shows a YTD return of 3.60%. The 1-year return is 5.75% and the 5-year return is 3.99%. NLGAX dividend yield stands at 3.04%, paid quarterly.

NLGAX 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 NLGAX holdings, NLGAX sectors, or NLGAX dividends.

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