NBGPX Mutual Fund

NBGPX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class I) is managed by Columbia Threadneedle Investments with $120.2M 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 7.34%. The 1-year return is 15.96% and the 5-year return is 7.21%. NBGPX dividend yield stands at 8.84%, paid quarterly.

NBGPX 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 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.