Morningstar

Columbia Adaptive Risk Allocation Fund Class C CRACX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return$10.56  /  +0.19%
  • Fund Size$2.5B
  • Adjusted Expense Ratio1.810%
  • Net Expense Ratio1.730%
  • Fee Level: DistributionLow
  • Share Class TypeLevel Load
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Mid Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield1.91%
  • Turnover Ratio167%
NAV and 1-Day Return as of

Morningstar’s Analysis CRACX

Will CRACX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRACX 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 CRACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Adaptive Risk Allocation C 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CRACX

More CRACX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short Term Cash Fund

36.22917M
Cash and Equivalents

Columbia Commodity Strategy Inst3

11.24285M
—

United States Treasury Notes

4.09104M
Government

Cash

2.0652M
Cash and Equivalents

United States Treasury Notes

1.7945M
Government

Ice: (Cdx.Na.Hy.47.V1)

1.4436M
Derivative

Mexico (United Mexican States)

1.0426M
Government

Welltower Inc

1.0426M
Real Estate

Canada (Government of)

1.0226M
Government

United States Treasury Bonds

0.9925M
Government

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.