Morningstar

Columbia Adaptive Risk Allocation Fund Institutional Class CRAZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.72  /  −0.26 %
  • Total Assets 2.6B
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.65%
  • Turnover 186%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CRAZX

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

  • People Pillar

    The People Pillar is our evaluation of the CRAZX 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 CRAZX’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 Inst 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.

by Morningstar Automated Analysis
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Portfolio Holdings CRAZX

More CRAZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short Term Cash Fund

35.31 910M
Cash and Equivalents

Columbia Commodity Strategy Inst3

8.10 209M
—

Cash

8.05 207M
Cash and Equivalents

United States Treasury Notes

4.18 108M
Government

Mexico (United Mexican States)

2.13 55M
Government

United States Treasury Notes

1.83 47M
Government

Ice: (Cdx.Na.Hy.46.V2)

1.14 29M
Derivative

Canada (Government of)

1.04 27M
Government

United States Treasury Bonds

1.01 26M
Government

Federal National Mortgage Association

0.99 26M
Securitized

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