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 (9), 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 2.35%
Dividend CRDRX-NASDAQ Click to
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Dividend Yield (Forward) 2.41%
Asset Allocation CRDRX-NASDAQ Click to
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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 CRDRX-NASDAQ Click to
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7-Day Total Return 0.77%
30-Day Total Return 1.25%
60-Day Total Return 3.15%
90-Day Total Return 6.09%
Year to Date Total Return 9.19%
1-Year Total Return 8.44%
2-Year Total Return 25.69%
3-Year Total Return 21.35%
5-Year Total Return 26.41%
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 $10.45
1-Month Low NAV $10.16
1-Month High NAV $10.49
52-Week Low NAV $9.04
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $10.49
52-Week High Price (Date) Aug 22, 2025
Beta / Standard Deviation CRDRX-NASDAQ Click to
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Beta 0.64
Standard Deviation 10.00
Balance Sheet CRDRX-NASDAQ Click to
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Total Assets 2.43B
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%