Columbia Adaptive Risk Allocation Fund Class S
CRADX
NASDAQ
| Weiss Ratings | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Joshua Kutin (10), Alex Wilkinson (7) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Adaptive Risk Allocation Fund Class S | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 02, 2024 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.80% | |||
| Dividend | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.05% | |||
| Asset Allocation | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -78.14% | |||
| Stock | 62.76% | |||
| U.S. Stock | 38.25% | |||
| Non-U.S. Stock | 24.51% | |||
| Bond | 100.01% | |||
| U.S. Bond | 77.53% | |||
| Non-U.S. Bond | 22.48% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 15.37% | |||
| Price History | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.86% | |||
| 30-Day Total Return | -1.53% | |||
| 60-Day Total Return | -0.09% | |||
| 90-Day Total Return | 2.82% | |||
| Year to Date Total Return | 3.01% | |||
| 1-Year Total Return | 18.01% | |||
| 2-Year Total Return | 23.32% | |||
| 3-Year Total Return | 33.73% | |||
| 5-Year Total Return | 29.28% | |||
| Price | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $10.92 | |||
| 1-Month Low NAV | $10.66 | |||
| 1-Month High NAV | $11.12 | |||
| 52-Week Low NAV | $9.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.23 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 8.64 | |||
| Balance Sheet | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.48B | |||
| Operating Ratios | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.81% | |||
| Turnover Ratio | 186.00% | |||
| Performance | CRADX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.12% | |||
| Last Bear Market Total Return | -7.12% | |||