NBGDX Mutual Fund

NBGDX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class S) is managed by Columbia Threadneedle Investments with $8.8M in net assets. NBGDX expense ratio is 0.74%, holding 19 positions across various sectors. Inception date: 2024-10-02.

NBGDX performance shows a YTD return of 7.16%. The 1-year return is 8.29% and the 5-year return is 7.20%. NBGDX dividend yield stands at 2.50%, paid quarterly.

NBGDX top holdings include Columbia Core Bond Etf (13.8%), Columbia Contrarian Core Fund (12.9%), Columbia Cornerstone Equity Fd I3 (12.8%), Columbia Cornerstone Growth Fund (12.5%), Columbia Intrinsic Value Fd I3 (11.0%). 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.