NLGAX Mutual Fund

NLGAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class A) is managed by Columbia Threadneedle Investments with $304.6M in net assets. NLGAX expense ratio is 0.93%, holding 40 positions across various sectors. Inception date: 1996-10-15.

NLGAX performance shows a YTD return of 4.07%. The 1-year return is 10.54% and the 5-year return is 3.91%. NLGAX dividend yield stands at 4.94%, paid quarterly.

NLGAX top holdings include Columbia Bond Fund (23.5%), Columbia Select Corporate Income Fund (10.4%), Columbia Select Large Cap Equity Fund (7.5%), Columbia Contrarian Core Fund (7.4%), Columbia Disciplined Core Fund (7.3%). Go to all NLGAX holdings, NLGAX sectors, or NLGAX dividends.

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