NBIAX Mutual Fund
NBIAX Mutual Fund
NBIAX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class A
NBIAX Mutual Fund Overview
NBIAX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.55B in net assets. NBIAX expense ratio is 0.99%, holding 19 positions across various sectors. Inception date: 1996-10-15.
NBIAX performance shows a YTD return of 6.93%. The 1-year return is 7.98% and the 5-year return is 6.59%. NBIAX dividend yield stands at 2.23%, paid quarterly.
NBIAX 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 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.