About CRADX
The Columbia Adaptive Risk Allocation Fund Class S is an actively managed mutual fund that seeks to deliver consistent total returns by strategically allocating risk across a diverse range of asset classes. Rather than dividing investments by capital allocation, the fund applies a risk-based framework designed to enhance diversification and reduce the impact of market volatility. Its portfolio blends exposures to global equities, U.S. Treasuries, derivatives, commodities, and cash equivalents, with notable positions in instruments such as E-mini S&P 500 futures, emerging markets and developed market equity futures, and various credit derivatives. This flexible, tactical approach enables the fund to shift asset allocations dynamically in response to changing market conditions, aiming to provide stability and capitalize on evolving opportunities. Tailored for investors seeking a disciplined, adaptive risk management strategy, the Columbia Adaptive Risk Allocation Fund Class S plays a significant role within the tactical allocation segment of the mutual fund market, striving for more consistent performance irrespective of prevailing market cycles.
Fund Family Columbia Threadneedle
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CRADX
Share Class Class S
CRADX had a total return of 15.89% in the past year, including dividends.
Since the fund's inception, the average annual return has been 15.06%.
