RBGCX

Active

Columbia Capital Allocation Aggressive Portfolio

Category: Other (5,046 funds)

Expense Ratio
1.78%
Annual Cost per $10K
$178.00
30-Year Fee Drag per $10K
$30,102
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+19.08%

Asset Allocation

US Equity
63%
Intl Equity
20%
US Bond
12%
Intl Bond
1%
Cash
4%

Fee Comparison

RBGCX
1.78%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

80% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+62.88%3Y
Compare to

Fee Impact Calculator

$
%
RBGCX at 1.78%$230,101
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$150,512
Cost vs index fund−$147,323

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
RBGCXColumbia Capital Allocation Aggressive Portfolio1.78%
QCSTFXCollege Retirement Equities Fund - Stock Account
AADAXInvesco Select Risk: Growth Investor Fund1.71%
CFNEXAmerican Funds Fundamental Investors0.86%
AAETXAmerican Funds 2030 Target Date Retirement Fund0.66%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
HMEAXNexpoint Merger Arbitrage Fund2.25%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
MAGEXMFS Growth Allocation Fund1.19%
FNNEXNew Economy Fund0.47%
VGHAXVANGUARD HEALTH CARE FUND0.32%
QCGLFXCollege Retirement Equities Fund - Global Equities Account
PAEBXPutnam Dynamic Asset Allocation Growth Fund0.68%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
OWLSXOld Westbury Large Cap Strategies Fund1.09%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
PCGJXSAM Conservative Growth Portfolio0.94%
YACKXAMG Yacktman Fund$1M min0.62%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
TTFIXNuveen Lifecycle 2045 Fund0.68%
TCLOXNuveen Lifecycle 2040 Fund0.50%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
MAMAXMFS Moderate Allocation Fund0.56%
SVAAXFederated Hermes Strategic Value Dividend Fund1.06%
REMIXSTANDPOINT MULTI-ASSET FUND1.26%
MACBXMFS Conservative Allocation Fund0.83%
ASRAXInvesco Global Real Estate Income Fund1.26%
TGAFXT. Rowe Price Global Allocation Fund0.82%
PSGFXSAM Strategic Growth Portfolio1.07%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
FKALXFederated Hermes Kaufmann Small Cap Fund1.36%
KAUAXFederated Hermes Kaufmann Fund1.96%
FMSHXFranklin Mutual Shares Fund0.70%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
TLMPXNuveen Lifecycle Index 2045 Fund0.35%
PODAXAristotle Portfolio Optimization Growth Fund1.09%
TTMIXT. Rowe Price Communications & Technology Fund0.67%
FINHXFidelity Equity-Income Fund
JAFVXStrategic Equity Allocation Trust0.92%
PFLJXPrincipal LifeTime 2050 Fund0.88%
TCLPXNuveen Lifecycle 2050 Fund0.69%
TAALXTransamerica Asset Allocation - Moderate Growth Portfolio1.00%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
ISPDXVOYA SOLUTION 2045 PORTFOLIO1.16%
TLLIXNuveen Lifecycle Index 2050 Fund0.18%
MIGFXMFS Massachusetts Investors Growth Stock Fund0.71%
AABCXPutnam Dynamic Asset Allocation Balanced Fund0.71%
LTRDXPrincipal LifeTime 2045 Fund0.86%
LLMSXFranklin Multi-Asset Moderate Growth Fund0.70%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
PRJAXPGIM Jennison Global Opportunities Fund1.08%
BGSAXBlackRock Technology Opportunities Fund1.92%
VHGEXVANGUARD GLOBAL EQUITY FUND0.39%
LFEAXMFS Lifetime 2035 Fund1.52%
CGGEXAmerican Funds Global Growth Portfolio1.07%
PTDAXPrincipal LifeTime 2040 Fund0.76%
FDVLXFidelity Value Fund0.68%
MGISXGLOBAL FRANCHISE PORTFOLIO0.83%
DIEZXDestinations International Equity Fund1.07%
DGEIXGLOBAL EQUITY PORTFOLIO$1M min0.26%
GQEFXGMO Quality Fund0.42%
TTIIXNuveen Lifecycle Index 2055 Fund0.25%
VVOAXInvesco Value Opportunities Fund1.27%
MVALXMeridian Contrarian Fund1.12%
VGELXVANGUARD ENERGY FUND0.45%
PGTIXT. Rowe Price Global Technology Fund, Inc.0.78%
IRGPXVoya Retirement Aggressive Portfolio0.60%
FKMCXFidelity Mid-Cap Stock Fund1.69%
FHCLXSelect Health Care Portfolio
GMWZXMyDestination 2025 Fund0.75%
JHAAXMulti-Asset Absolute Return Fund1.61%
EAGLEagle Capital Select Equity ETF0.80%
NMAVXNuance Mid Cap Value Fund0.81%
IAGAXVOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO0.74%
SWHGXSchwab MarketTrack Growth Portfolio0.50%
PLTAXPrincipal LifeTime 2060 Fund1.20%
GQRPXGQG PARTNERS GLOBAL QUALITY EQUITY FUND0.70%
MLFAXMFS Lifetime 2040 Fund0.81%
RYTRXRoyce Small-Cap Total Return Fund1.21%
ADOZXAlger Dynamic Opportunities Fund1.75%
RPFCXDavis Balanced Fund0.98%
ORILXNORTH SQUARE MULTI STRATEGY FUND1.58%
FIAVXFidelity Equity Dividend Income Fund0.58%
LTFDXPrincipal LifeTime 2055 Fund1.20%
AMANXAmana Income Fund1.01%
IDXKXVOYA INDEX SOLUTION 2040 PORTFOLIO0.74%
BEGRXFranklin Mutual Beacon Fund1.27%
GGGAXThe Gabelli Global Growth Fund0.90%
HFCSXHennessy Focus Fund1.49%
FISEXFranklin Equity Income Fund0.83%
PCGQXPGIM Income Builder Fund0.70%
RPBAXT. Rowe Price Balanced Fund, Inc.0.60%
GOODXGoodHaven Fund1.10%
LLISXFranklin Multi-Asset Growth Fund0.87%
ETFAXNORTH SQUARE TACTICAL GROWTH FUND1.44%

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