Columbia Adaptive Risk Allocation A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Columbia Adaptive Risk Allocation Fund Class A CRAAX
- NAV / 1-Day Return 11.27 / −0.79 %
- Total Assets 2.5B
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.000%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.41%
- Turnover 186%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CRAAX
Will CRAAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CRAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CRAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 67.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Columbia Short-Term Cash | 39.95 | 1B | Cash and Equivalents |
E-mini S&P 500 Future June 26 | 24.73 | 629M | — |
ICE: (CDX.NA.HY.46.V1) | 14.82 | 377M | Derivative |
Ultra 10 Year US Treasury Note Future June 26 | 11.01 | 280M | Government |
FEURUSD20260527JPMB Purchased | 10.82 | 275M | Derivative |
Columbia Commodity Strategy Inst3 | 9.14 | 232M | — |
MSCI EAFE Index Future June 26 | 8.28 | 210M | — |
ICE: (CDX.EM.45.V1) | 7.87 | 200M | Derivative |
ICE: (CDX.NA.IG.46.V1) | 7.75 | 197M | Derivative |
10 Year Treasury Note Future June 26 | 7.35 | 187M | Government |
United States