NBGDX Mutual Fund

NBGDX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class S) is managed by Columbia Threadneedle Investments with $9.1M in net assets. NBGDX expense ratio is 0.74%, holding 39 positions across various sectors. Inception date: 2024-10-02.

NBGDX performance shows a YTD return of 7.25%. The 1-year return is 15.87% and the 5-year return is 7.20%. NBGDX dividend yield stands at 8.85%, paid quarterly.

NBGDX top holdings include Columbia Bond Fund (15.4%), Columbia Contrarian Core Fund (12.4%), Columbia Select Large Cap Equity Fund (12.3%), Columbia Cornerstone Growth Fund (11.7%), Columbia Large Cap Value Fund (11.1%). Go to all NBGDX holdings, NBGDX sectors, or NBGDX dividends.

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