RBGCX Mutual Fund

RBGCX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class C) is managed by Columbia Threadneedle Investments with $68.4M in net assets. RBGCX expense ratio is 1.77%, holding 40 positions across various sectors. Inception date: 2004-03-04.

RBGCX performance shows a YTD return of 8.34%. The 1-year return is 17.78% and the 5-year return is 7.59%. RBGCX dividend yield stands at 10.08%, paid semi-annually.

RBGCX top holdings include Columbia Contrarian Core Fund (15.1%), Columbia Select Large Cap Equity Fund (14.7%), Columbia Overseas Core-inst3 (13.8%), Columbia Cornerstone Growth Fund (13.7%), Columbia Large Cap Value Fund (13.1%). 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.