C
Columbia Adaptive Risk Allocation Fund Institutional 2 Class CRDRX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CRDRX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C-
Risk Index Fair
Risk Grade C
Company Info CRDRX-NASDAQ Click to
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Provider Columbia Threadneedle
Manager/Tenure (Years) Joshua Kutin (10), Alex Wilkinson (7)
Website http://www.columbiathreadneedleus.com
Fund Information CRDRX-NASDAQ Click to
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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
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Dividend Yield 2.24%
Dividend CRDRX-NASDAQ Click to
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Dividend Yield (Forward) 2.32%
Asset Allocation CRDRX-NASDAQ Click to
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Cash -49.20%
Stock 44.22%
U.S. Stock 27.46%
Non-U.S. Stock 16.76%
Bond 92.43%
U.S. Bond 66.38%
Non-U.S. Bond 26.05%
Preferred 0.00%
Convertible 0.00%
Other Net 12.55%
Price History CRDRX-NASDAQ Click to
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7-Day Total Return 1.28%
30-Day Total Return 3.18%
60-Day Total Return 5.06%
90-Day Total Return 6.89%
Year to Date Total Return 14.94%
1-Year Total Return 13.69%
2-Year Total Return 39.81%
3-Year Total Return 35.06%
5-Year Total Return 37.94%
Price CRDRX-NASDAQ Click to
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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 CRDRX-NASDAQ Click to
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Nav $11.00
1-Month Low NAV $10.58
1-Month High NAV $11.01
52-Week Low NAV $9.04
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $11.01
52-Week High Price (Date) Oct 27, 2025
Beta / Standard Deviation CRDRX-NASDAQ Click to
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Beta 0.66
Standard Deviation 9.11
Balance Sheet CRDRX-NASDAQ Click to
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Total Assets 2.49B
Operating Ratios CRDRX-NASDAQ Click to
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Expense Ratio 0.82%
Turnover Ratio 186.00%
Performance CRDRX-NASDAQ Click to
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Last Bull Market Total Return 11.19%
Last Bear Market Total Return -7.19%