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 2.37%
Dividend CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 2.49%
Asset Allocation CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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 CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return -1.55%
30-Day Total Return -0.39%
60-Day Total Return 2.74%
90-Day Total Return 4.87%
Year to Date Total Return 6.19%
1-Year Total Return 8.66%
2-Year Total Return 20.07%
3-Year Total Return 15.89%
5-Year Total Return 28.54%
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 $10.12
1-Month Low NAV $10.11
1-Month High NAV $10.30
52-Week Low NAV $9.00
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $10.30
52-Week High Price (Date) Jul 23, 2025
Beta / Standard Deviation CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta --
Standard Deviation 10.17
Balance Sheet CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 2.44B
Operating Ratios CRAZX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.81%
Turnover Ratio 190.00%
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%