About CRAZX
Columbia Adaptive Risk Allocation Fund Institutional Class is a tactical allocation mutual fund designed to deliver consistent total returns by allocating risk strategically across multiple asset classes rather than simply allocating capital. This unique approach aims to achieve improved diversification and more stable performance by considering risk contributions from various investments, instead of traditional capital-weighted methods. The fund invests globally across equities, fixed-income, and inflation-hedging assets, with allocations dynamically adjusted in response to changing market conditions. This adaptability allows the fund to meaningfully shift risk exposures depending on the prevailing economic environment, helping mitigate market volatility and pursue attractive risk-adjusted returns. Managed by Columbia Management Investment Advisers, the fund is primarily used by institutional investors seeking a policy-driven, adaptive strategy that targets both capital appreciation and income through frequent allocation shifts. The fund holds a diverse mix of assets, as reflected in its significant positions in global futures, cash instruments, and derivatives, reflecting its commitment to a truly multi-asset, risk-balanced investment model. Its cost-effective structure and institutional share class make it particularly appealing as a core component for sophisticated, outcome-oriented portfolio construction.
Fund Family Columbia Threadneedle
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CRAZX
Share Class Institutional Class
Index Index is not available on Lipper Database
CRAZX had a total return of 16.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.32%.
