Columbia Adaptive Risk Allocation Fund Institutional 2 Class
CRDRX
NASDAQ
Weiss Ratings | CRDRX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CRDRX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | 2.24% | |||
Dividend | CRDRX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.43% | |||
Asset Allocation | CRDRX-NASDAQ | Click to Compare |
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Cash | -74.10% | |||
Stock | 63.17% | |||
U.S. Stock | 39.38% | |||
Non-U.S. Stock | 23.79% | |||
Bond | 97.57% | |||
U.S. Bond | 73.38% | |||
Non-U.S. Bond | 24.19% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 13.36% | |||
Price History | CRDRX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.84% | |||
30-Day Total Return | 2.67% | |||
60-Day Total Return | 5.80% | |||
90-Day Total Return | 4.87% | |||
Year to Date Total Return | 12.33% | |||
1-Year Total Return | 9.56% | |||
2-Year Total Return | 33.34% | |||
3-Year Total Return | 33.76% | |||
5-Year Total Return | 33.70% | |||
Price | CRDRX-NASDAQ | Click to Compare |
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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 Compare |
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Nav | $10.75 | |||
1-Month Low NAV | $10.42 | |||
1-Month High NAV | $10.75 | |||
52-Week Low NAV | $9.04 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $10.75 | |||
52-Week High Price (Date) | Oct 01, 2025 | |||
Beta / Standard Deviation | CRDRX-NASDAQ | Click to Compare |
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Beta | 0.66 | |||
Standard Deviation | 9.11 | |||
Balance Sheet | CRDRX-NASDAQ | Click to Compare |
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Total Assets | 2.49B | |||
Operating Ratios | CRDRX-NASDAQ | Click to Compare |
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Expense Ratio | 0.82% | |||
Turnover Ratio | 186.00% | |||
Performance | CRDRX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 11.19% | |||
Last Bear Market Total Return | -7.19% | |||