Columbia Adaptive Risk Allocation Fund Class S
CRADX
NASDAQ
| Weiss Ratings | CRADX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | CRADX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Joshua Kutin (10), Alex Wilkinson (7) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CRADX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 2.18% | |||
| Dividend | CRADX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.28% | |||
| Asset Allocation | CRADX-NASDAQ | Click to Compare |
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| Cash | -73.64% | |||
| Stock | 62.81% | |||
| U.S. Stock | 39.12% | |||
| Non-U.S. Stock | 23.69% | |||
| Bond | 95.78% | |||
| U.S. Bond | 73.84% | |||
| Non-U.S. Bond | 21.94% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 15.05% | |||
| Price History | CRADX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.83% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 1.49% | |||
| 90-Day Total Return | 4.81% | |||
| Year to Date Total Return | 14.16% | |||
| 1-Year Total Return | 10.54% | |||
| 2-Year Total Return | 27.88% | |||
| 3-Year Total Return | 29.48% | |||
| 5-Year Total Return | 29.31% | |||
| Price | CRADX-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 | CRADX-NASDAQ | Click to Compare |
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| Nav | $10.88 | |||
| 1-Month Low NAV | $10.67 | |||
| 1-Month High NAV | $10.94 | |||
| 52-Week Low NAV | $9.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.97 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | CRADX-NASDAQ | Click to Compare |
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| Beta | 0.71 | |||
| Standard Deviation | 8.98 | |||
| Balance Sheet | CRADX-NASDAQ | Click to Compare |
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| Total Assets | 2.52B | |||
| Operating Ratios | CRADX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.81% | |||
| Turnover Ratio | 186.00% | |||
| Performance | CRADX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.12% | |||
| Last Bear Market Total Return | -7.12% | |||