NLGAX Mutual Fund

NLGAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class A) is managed by Columbia Threadneedle Investments with $289.0M in net assets. NLGAX expense ratio is 0.93%, holding 20 positions across various sectors. Inception date: 1996-10-15.

NLGAX performance shows a YTD return of 3.89%. The 1-year return is 4.78% and the 5-year return is 3.82%. NLGAX dividend yield stands at 3.03%, paid quarterly.

NLGAX top holdings include Columbia Core Bond Etf (21.3%), Columbia Select Corporate Income Fund (9.9%), Columbia Contrarian Core Fund (7.7%), Columbia Discipline Core-I3 (7.7%), Columbia Cornerstone Equity Fd I3 (7.7%). 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.