NLGAX : Columbia Capital Allocation Moderate Conservative Portfolio Class A

NLGAX is a Allocation Market All-In-One with MODERATE fees.

NLGAX

Columbia Capital Allocation Moderate Conservative Portfolio Class A

FI Score

56 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

56% FI Score
  • nlgax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Moderate Conservative Portfolio Class A

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks the highest level of total return that is consistent with a moderate conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

Largest Holdings

Amount Holding
13.65% Columbia Quality Income Inst3
11.34% Columbia US Treasury Index Inst3
5.56% 10 Year Treasury Note Future June 20
5.25% Columbia Total Return Bond Inst3
5.18% Columbia Disciplined Core Inst3
5.07% E-mini S&P 500 June20
5.06% Columbia Corporate Income Inst3
4.99% Columbia Short Term Bond Inst3
4.54% Columbia Disciplined Value Inst3
4.18% Columbia Multi-Asset Income Inst3
3.89% Columbia Select Large Cap Equity Inst3
3.47% Columbia Income Opportunities Inst3
3.00% Columbia Contrarian Core Inst3
2.98% Ultra US Treasury Bond Future June 20
2.59% Columbia Disciplined Growth Inst3
2.36% Columbia Limited Duration Credit Inst3
2.06% Columbia Overseas Core Institutional 3
1.96% Columbia Contrarian Europe Inst3
1.81% Columbia Emerging Markets Bond Inst3
1.75% Columbia Large Cap Growth Inst3
1.42% Columbia Mortgage Opportunities Inst3
1.17% Columbia Emerging Markets Inst3
1.02% Columbia Overseas Value Inst3
0.94% Columbia Small Cap Index Inst3

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo