Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) Alternatives
Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBGPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NBGPX
NBGPX charges 0.14% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NBGPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NBGPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NBGPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NBGPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NBGPX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | NBGPX vs MAANX |
Best Risk-Adjusted Alternatives to NBGPX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NBGPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NBGPX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NBGPX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NBGPX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NBGPX vs PMAIX |
Top Performing NBGPX Alternatives (YTD)
NBGPX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | NBGPX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NBGPX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NBGPX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NBGPX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NBGPX vs CONWX |
Lowest Volatility Alternatives to NBGPX
NBGPX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NBGPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NBGPX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NBGPX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NBGPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NBGPX vs SICIX |
Lowest Drawdown Alternatives to NBGPX
NBGPX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NBGPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NBGPX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NBGPX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NBGPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NBGPX vs SICIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With NBGPX
What investors most often compare with NBGPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | NBGPX vs ^GSPC | ||
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NBGPX vs VOO | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | NBGPX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | NBGPX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | NBGPX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | NBGPX vs QBDSX |
Compare NBGPX with Any Fund or Stock
Compare NBGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.