NBGDX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class S) is managed by Columbia Threadneedle Investments with $8.8M in net assets. NBGDX expense ratio is 0.74%, holding 39 positions across sectors including Unknown, Other. Inception date: 2024-10-02.

NBGDX performance shows a YTD return of 8.08%. The 1-year return is 18.42%. NBGDX dividend yield stands at 8.78%, paid quarterly.

NBGDX 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%). View all NBGDX holdings, sector breakdown, or dividend history.

NBGDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.