Columbia Adaptive Risk Allocation Fund Institutional 2 Class
CRDRX
NASDAQ
| Weiss Ratings | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CRDRX-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 | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Adaptive Risk Allocation Fund Institutional 2 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.44% | |||
| Dividend | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.55% | |||
| Asset Allocation | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -53.48% | |||
| Stock | 43.27% | |||
| U.S. Stock | 28.12% | |||
| Non-U.S. Stock | 15.15% | |||
| Bond | 100.73% | |||
| U.S. Bond | 70.40% | |||
| Non-U.S. Bond | 30.33% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 9.48% | |||
| Price History | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.64% | |||
| 30-Day Total Return | 2.06% | |||
| 60-Day Total Return | 3.56% | |||
| 90-Day Total Return | 1.02% | |||
| Year to Date Total Return | 3.34% | |||
| 1-Year Total Return | 7.75% | |||
| 2-Year Total Return | 18.40% | |||
| 3-Year Total Return | 13.66% | |||
| 5-Year Total Return | 28.48% | |||
| Price | CRDRX-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 | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $9.89 | |||
| 1-Month Low NAV | $9.66 | |||
| 1-Month High NAV | $9.89 | |||
| 52-Week Low NAV | $9.04 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.16 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 10.32 | |||
| Balance Sheet | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.37B | |||
| Operating Ratios | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.82% | |||
| Turnover Ratio | 190.00% | |||
| Performance | CRDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.19% | |||
| Last Bear Market Total Return | -7.19% | |||