Columbia Adaptive Risk Allocation Fund Institutional Class
CRAZX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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Company Information
Provider
Columbia Threadneedle
Manager/Tenure
(Years)
(Years)
Joshua Kutin (9), Alex Wilkinson (6)
Address
Liberty Financial Funds
Boston MA - 02266-8081
Boston MA - 02266-8081
Country
United States
Phone Number
800-345-6611
Investment Strategy
The investment seeks consistent total returns by seeking to allocate risks across multiple asset classes. Under normal circumstances, the fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. The Investment Manager employs quantitative and fundamental methods to identify distinct market states and creates a strategic risk allocation for each state that is intended to generate attractive risk-adjusted returns in that market state.
