About CADLX
Columbia Commodity Strategy Fund Class I2 is a diversified mutual fund designed to provide investors with total return by maintaining significant economic exposure to global commodities markets. Its primary objective is achieved through direct and indirect investments in a range of commodity-linked instruments, including futures, structured notes, and swaps, allowing participation in the performance of sectors such as agriculture, energy, industrial metals, precious metals, and livestock. This broad sector exposure enables the fund to act as a tool for diversification away from traditional equities and fixed income, responding to price movements in commodity markets which often exhibit low correlations to other asset classes. The fund employs an actively managed strategy that leverages research-driven insights to optimize positions across various commodity sectors, balancing opportunities and risks based on market conditions. With a focus on institutional investors, the fund features a relatively high minimum investment and an expense ratio that reflects its specialized management approach. Columbia Commodity Strategy Fund Class I2 plays a notable role for investors seeking to diversify portfolios and hedge against inflation or macroeconomic shifts through commodities exposure.
Fund Family Columbia Threadneedle
Category Commodities Broad Basket
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CADLX
Share Class Institutional 2 Class
Index Bloomberg Commodity TR
CADLX had a total return of 32.79% in the past year, including dividends.
Since the fund's inception, the average annual return has been 2.33%.
