Morningstar

Columbia Adaptive Risk Allocation Fund Class S CRADX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return$11.32  /  +0.18%
  • Fund Size$2.5B
  • Adjusted Expense Ratio0.810%
  • Net Expense Ratio0.730%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Mid Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield2.67%
  • Turnover Ratio167%
NAV and 1-Day Return as of

Morningstar’s Analysis CRADX

Will CRADX 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 CRADX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRADX 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 CRADX’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 S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CRADX

More CRADX 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

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