Morningstar

Columbia Adaptive Risk Allocation Fund Institutional 2 Class CRDRX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks consistent total returns by seeking to allocate risks across multiple asset classes. Under normal circumstances, the fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. The Investment Manager employs quantitative and fundamental methods to identify distinct market states and creates a strategic risk allocation for each state that is intended to generate attractive risk-adjusted returns in that market state.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CRADX	Columbia Adaptive Risk Allocation Fund Class S	No Load	Open			Oct 2, 2024	$10.66M	0.810%	Low	$0	−$3.24M
CRAZX	Columbia Adaptive Risk Allocation Fund Institutional Class	Institutional	Open			Jun 19, 2012	$2.33B	0.810%	Low	$2,000	−$154.37M
CRDRX	Columbia Adaptive Risk Allocation Fund Institutional 2 Class	Institutional	Open			Jun 19, 2012	$56.28M	0.820%	Low	$0	−$1.27M
CARYX	Columbia Adaptive Risk Allocation Fund Institutional 3 Class	Institutional	Open			Oct 1, 2014	$23.19M	0.770%	Low	$1M	−$1.40M
CRAAX	Columbia Adaptive Risk Allocation Fund Class A	Front Load	Open			Jun 19, 2012	$118.85M	1.060%	Low	$2,000	−$6.73M
CRACX	Columbia Adaptive Risk Allocation Fund Class C	Level Load	Open			Jun 19, 2012	$24.40M	1.810%	Low	$2,000	−$10.02M

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