NBIAX Mutual Fund

NBIAX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.62B in net assets. NBIAX expense ratio is 0.99%, holding 39 positions across various sectors. Inception date: 1996-10-15.

NBIAX performance shows a YTD return of 7.09%. The 1-year return is 15.61% and the 5-year return is 6.93%. NBIAX dividend yield stands at 8.57%, paid quarterly.

NBIAX 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 NBIAX holdings, NBIAX sectors, or NBIAX dividends.

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