RBGCX Mutual Fund

RBGCX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class C) is managed by Columbia Threadneedle Investments with $66.5M in net assets. RBGCX expense ratio is 1.77%, holding 19 positions across various sectors. Inception date: 2004-03-04.

RBGCX performance shows a YTD return of 7.79%. The 1-year return is 8.93% and the 5-year return is 7.17%. RBGCX dividend yield stands at 1.08%, paid semi-annually.

RBGCX top holdings include Columbia Contrarian Core Fund (15.7%), Columbia Cornerstone Equity Fd I3 (15.2%), Columbia Cornerstone Growth Fund (14.7%), Columbia Overseas Core-inst3 (13.1%), Columbia Intrinsic Value Fd I3 (12.8%). Go to all RBGCX holdings, RBGCX sectors, or RBGCX dividends.

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