NBIAX Mutual Fund
NBIAX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class A
NBIAX Mutual Fund Overview
NBIAX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.57B in net assets. NBIAX expense ratio is 0.99%, holding 39 positions across sectors including Unknown, Other. Inception date: 1996-10-15.
NBIAX performance shows a YTD return of 7.92%. The 1-year return is 18.15% and the 5-year return is 7.22%. NBIAX dividend yield stands at 8.50%, paid quarterly.
NBIAX 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 NBIAX holdings, sector breakdown, or dividend history.
NBIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.