Columbia Adaptive Risk Allocation Inst2 (CRDRX)

Fund Assets	2.57B
Expense Ratio	0.82%
Min. Investment	$0.00
Turnover	167.00%
Dividend (ttm)	0.30
Dividend Yield	2.59%
Dividend Growth	26.22%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	11.77
YTD Return	10.62%
1-Year Return	15.42%
5-Year Return	28.49%
52-Week Low	10.42
52-Week High	11.80
Beta (5Y)	0.40
Holdings	397
Inception Date	Jun 19, 2012

About CRDRX

Columbia Adaptive Risk Allocation Fund Institutional 2 Class is a tactical allocation mutual fund designed to deliver consistent total returns by dynamically balancing risk across diverse global asset classes. The fund employs a distinctive investment strategy that emphasizes risk allocation rather than capital allocation, seeking to improve diversification and mitigate market volatility. It achieves this by investing in a broad mix of equities, fixed income, and inflation-hedging assets, and adjusting its portfolio based on proprietary models that assess different market environments. The fund’s adaptive approach allows for tactical and dynamic shifts in asset exposure, aiming to respond to changing market conditions and maintain attractive risk-adjusted returns. Managed by Columbia Threadneedle, the fund is targeted at institutional investors, offering a relatively low expense ratio and no minimum investment, with over 350 holdings and substantial total assets. This makes it suitable for institutional investors seeking global multi-asset diversification and consistent portfolio risk management within the broader investment landscape.

• Fund Family: Columbia Threadneedle
• Category: Tactical Allocation
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CRDRX
• Share Class: Institutional 2 Class
• Index: Index is not available on Lipper Database

Performance

CRDRX had a total return of 15.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.80%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CARYX	Institutional 3 Class	0.77%
CRADX	Class S	0.81%
CRAZX	Institutional Class	0.81%
CRAAX	Class A	1.06%

Top 10 Holdings

63.77% of assets

Name	Symbol	Weight
Columbia Short Term Cash Fund	n/a	35.31%
Columbia Commodity Strategy Inst3	CCFYX	8.10%
Cash	n/a	8.05%
United States Treasury Notes	T.3.375 05.15.33	4.18%
Mexico (United Mexican States)	MBONO.8 02.21.36 M	2.13%
United States Treasury Notes	T.4.375 05.15.34	1.83%
Ice: (Cdx.Na.Hy.46.V2)	n/a	1.14%
Canada (Government of)	CAN.3 06.01.34	1.04%
United States Treasury Bonds	TII.3.375 04.15.32	1.01%
Federal National Mortgage Association	FNCL.3 7.11	0.99%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.30315	Dec 18, 2025
Dec 19, 2024	$0.24018	Dec 19, 2024
Dec 20, 2023	$0.04853	Dec 20, 2023
Dec 20, 2022	$0.68106	Dec 20, 2022
Dec 21, 2021	$2.16832	Dec 21, 2021
Dec 16, 2020	$0.17689	Dec 16, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

Data Sources Report a data error