NBICX Mutual Fund
NBICX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class C
NBICX Mutual Fund Overview
NBICX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class C) is managed by Columbia Threadneedle Investments with $60.7M in net assets. NBICX expense ratio is 1.74%, holding 39 positions across sectors including Unknown, Other. Inception date: 1996-10-15.
NBICX performance shows a YTD return of 7.48%. The 1-year return is 17.20% and the 5-year return is 6.42%. NBICX dividend yield stands at 7.73%, paid quarterly.
NBICX 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 NBICX holdings, sector breakdown, or dividend history.
NBICX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBICX alternatives are available via the screener, along with tax-loss harvesting opportunities.