NLGAX Mutual Fund
NLGAX Mutual Fund
Columbia Capital Allocation Moderate Conservative Portfolio Class A
NLGAX Mutual Fund Overview
NLGAX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class A) is managed by Columbia Threadneedle Investments with $299.5M in net assets. NLGAX expense ratio is 0.91%, holding 40 positions across sectors including Unknown, Other. Inception date: 1996-10-15.
NLGAX performance shows a YTD return of 4.84%. The 1-year return is 12.00% and the 5-year return is 4.27%. NLGAX dividend yield stands at 4.91%, paid quarterly.
NLGAX top holdings include Columbia Bond Fund (23.5%), Columbia Select Corporate Income Fund (10.4%), Columbia Select Large Cap Equity Fund (7.5%), Columbia Contrarian Core Fund (7.4%), Columbia Disciplined Core Fund (7.3%). View all NLGAX holdings, sector breakdown, or dividend history.
NLGAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NLGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.