About NBGPX
The Columbia Capital Allocation Moderate Aggressive Portfolio Institutional Class is a diversified mutual fund designed to pursue a high total return while maintaining a moderate aggressive risk profile. This portfolio follows a fund-of-funds approach, allocating assets among other mutual funds managed by Columbia and its affiliates, as well as individual equity and fixed income securities, including government bonds and Treasury Inflation Protected Securities (TIPS). Its investment style emphasizes a large blend orientation, balancing growth and value exposure across U.S. and international markets. Notable features include broad diversification across asset classes, a modest degree of tactical allocation, and an institutional share class structure aimed at larger investors. With a focus on both capital appreciation and current income, the fund plays a key role for investors seeking a measured level of risk coupled with the pursuit of superior returns relative to traditional balanced funds. Its approach makes it a core holding within the target-risk allocation segment, serving those seeking an active, yet risk-aware, portfolio management strategy in the broader financial market ecosystem.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol NBGPX
Share Class Institutional Class
Index Index is not available on Lipper Database
NBGPX had a total return of 17.41% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.50%.
