C
Columbia Adaptive Risk Allocation Fund Institutional Class CRAZX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C-
Risk Index Fair
Risk Grade C
Company Info CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider Columbia Threadneedle
Manager/Tenure (Years) Joshua Kutin (9), Alex Wilkinson (7)
Website http://www.columbiathreadneedleus.com
Fund Information CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name Columbia Adaptive Risk Allocation Fund Institutional Class
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 --
Back End Fee --
Dividends and Shares CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 2.36%
Dividend CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 2.41%
Asset Allocation CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash -73.16%
Stock 60.94%
U.S. Stock 39.92%
Non-U.S. Stock 21.02%
Bond 98.95%
U.S. Bond 74.87%
Non-U.S. Bond 24.08%
Preferred 0.00%
Convertible 0.00%
Other Net 13.27%
Price History CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 0.77%
30-Day Total Return 1.26%
60-Day Total Return 3.17%
90-Day Total Return 6.11%
Year to Date Total Return 9.23%
1-Year Total Return 8.48%
2-Year Total Return 25.68%
3-Year Total Return 21.45%
5-Year Total Return 26.49%
Price CRAZX-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 CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $10.41
1-Month Low NAV $10.12
1-Month High NAV $10.45
52-Week Low NAV $9.00
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $10.45
52-Week High Price (Date) Aug 22, 2025
Beta / Standard Deviation CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.64
Standard Deviation 9.94
Balance Sheet CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 2.43B
Operating Ratios CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.81%
Turnover Ratio 186.00%
Performance CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 11.12%
Last Bear Market Total Return -7.12%