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Morningstar

Columbia Adaptive Risk Allocation Inst2 CRDRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.09  /  −0.11 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.51%
  • Turnover 199%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CRDRX

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

  • People Pillar

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

Weakness in Columbia Adaptive Risk Allocation Inst2's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRDRX

More CRDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

38.20 1.1 Bil
Cash and Equivalents

E-mini S&P 500 Future June 24

28.61 825.2 Mil
—

ICE: (CDX.NA.HY.42.V1)

15.00 432.7 Mil
Derivative

MSCI EAFE Index Future June 24

8.36 241.2 Mil
—

ICE: (CDX.NA.IG.42.V1)

7.90 227.8 Mil
Derivative

ICE: (CDX.EM.41.V1)

7.78 224.3 Mil
Derivative

Ultra 10 Year US Treasury Note Future June 24

7.70 222.1 Mil
Government

MSCI Emerging Market Index Future June14

6.73 194.1 Mil
—

Columbia Commodity Strategy Inst3

6.20 178.9 Mil
—

United States Treasury Notes 3.75%

6.18 178.1 Mil
Government