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 a closer substitute for your current allocation.
Cheapest Alternatives to NBGPX
NBGPX charges 0.14% annually. There are 49 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NBGPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NBGPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NBGPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NBGPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NBGPX vs FYMIX |
Best Risk-Adjusted Alternatives to NBGPX
NBGPX has a PortfoliosLab risk / return rank of 60. There are 232 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NBGPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | NBGPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NBGPX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | NBGPX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | NBGPX vs AYBLX |
Top Performing NBGPX Alternatives (YTD)
NBGPX is at 7.51% YTD. There are 218 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | NBGPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | NBGPX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | NBGPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | NBGPX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | NBGPX vs TIBIX |
Lowest Volatility Alternatives to NBGPX
NBGPX has 9.86% 1-year volatility. There are 371 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | NBGPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NBGPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | NBGPX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | NBGPX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | NBGPX vs CSTAX |
Lowest Drawdown Alternatives to NBGPX
NBGPX has a 1-year max drawdown of -7.16%. There are 364 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NBGPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NBGPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NBGPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NBGPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NBGPX vs CSTAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 94 | 49.58% | — | Jun 1983 | NBGPX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | NBGPX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | NBGPX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | NBGPX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 93 | 48.54% | — | May 1994 | NBGPX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 42 | 21.16% | — | Nov 2000 | NBGPX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 43 | 21.32% | — | Nov 2000 | NBGPX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 42 | 10.13% | — | Dec 1992 | NBGPX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 6.54% | — | Sep 1991 | NBGPX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.68% | — | Mar 2008 | NBGPX vs COSZX |
Often Compared With NBGPX
Investors most often compare NBGPX with ^GSPC, VOO, BERIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NBGPX with Any Fund or Stock
Compare NBGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBGPX with funds that move differently
Columbia Capital Allocation Moderate Aggressive Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBGPX.
Explore NBGPX Diversifiers