Morningstar

Columbia Capital Allocation Moderate Conservative Portfolio Class A NLGAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $10.79  /  −0.46 %
  • Fund Size $317.1M
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.430%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.98%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis NLGAX

Will NLGAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NLGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NLGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NLGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An efficient approach to measured tactical tilts.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Experienced contributors build Columbia’s Capital Allocation target-risk series’ broadly diversified portfolios. Opportunistic tilts over time have delivered mixed results.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NLGAX

More NLGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Core Bond ETF

21.53 68M
—

Columbia Select Corporate Income Inst 3

10.00 31M
—

Columbia Contrarian Core Inst3

7.75 24M
—

Columbia Disciplined Core Inst3

7.75 24M
—

Columbia Cornerstone Equity Inst 3

7.74 24M
—

Columbia Overseas Core Institutional 3

6.70 21M
—

Columbia Quality Income Inst3

6.60 21M
—

Columbia Multi Strat Alts Inst

5.19 16M
—

Columbia High Yield Bond Inst3

3.76 12M
—

Euro Stoxx 50 Future Dec 26

3.76 12M
—

Sponsor Center