Columbia Adaptive Risk Allocation Fund Class A
CRAAX
NASDAQ
Weiss Ratings | CRAAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CRAAX-NASDAQ | Click to Compare |
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Provider | Columbia Threadneedle | |||
Manager/Tenure (Years) | Joshua Kutin (9), Alex Wilkinson (7) | |||
Website | http://www.columbiathreadneedleus.com | |||
Fund Information | CRAAX-NASDAQ | Click to Compare |
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Fund Name | Columbia Adaptive Risk Allocation Fund Class A | |||
Category | Tactical Allocation | |||
Sub-Category | Flexible Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Jun 19, 2012 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | CRAAX-NASDAQ | Click to Compare |
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Dividend Yield | 2.13% | |||
Dividend | CRAAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.49% | |||
Asset Allocation | CRAAX-NASDAQ | Click to Compare |
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Cash | -78.79% | |||
Stock | 61.83% | |||
U.S. Stock | 40.19% | |||
Non-U.S. Stock | 21.64% | |||
Bond | 103.44% | |||
U.S. Bond | 77.48% | |||
Non-U.S. Bond | 25.96% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 13.52% | |||
Price History | CRAAX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.55% | |||
30-Day Total Return | -0.49% | |||
60-Day Total Return | 2.74% | |||
90-Day Total Return | 4.77% | |||
Year to Date Total Return | 5.98% | |||
1-Year Total Return | 8.40% | |||
2-Year Total Return | 19.53% | |||
3-Year Total Return | 15.03% | |||
5-Year Total Return | 26.95% | |||
Price | CRAAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | CRAAX-NASDAQ | Click to Compare |
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Nav | $10.10 | |||
1-Month Low NAV | $10.09 | |||
1-Month High NAV | $10.28 | |||
52-Week Low NAV | $8.99 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $10.28 | |||
52-Week High Price (Date) | Jul 23, 2025 | |||
Beta / Standard Deviation | CRAAX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | 9.91 | |||
Balance Sheet | CRAAX-NASDAQ | Click to Compare |
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Total Assets | 2.43B | |||
Operating Ratios | CRAAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.06% | |||
Turnover Ratio | 186.00% | |||
Performance | CRAAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 11.02% | |||
Last Bear Market Total Return | -7.22% | |||