NBICX Mutual Fund

NBICX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class C) is managed by Columbia Threadneedle Investments with $63.0M in net assets. NBICX expense ratio is 1.74%, holding 39 positions across various sectors. Inception date: 1996-10-15.

NBICX performance shows a YTD return of 6.66%. The 1-year return is 14.79% and the 5-year return is 6.15%. NBICX dividend yield stands at 7.79%, paid quarterly.

NBICX 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 NBICX holdings, NBICX sectors, or NBICX dividends.

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