CRDRX Mutual Fund

CRDRX Mutual Fund (Columbia Adaptive Risk Allocation Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $55.0M in net assets. CRDRX expense ratio is 0.82%, holding 352 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2012-06-19.

CRDRX performance shows a YTD return of 7.88%. The 1-year return is 15.53% and the 5-year return is 4.76%. CRDRX dividend yield stands at 2.60%, paid annually.

CRDRX top holdings include Columbia Short Term Cash Fund (41.5%), Columbia Commodity Strategy Fund (8.6%), Treasury Note (Otr) 3.38% May 15, 2033 (4.1%), S&P500 Emini Jun 26 (2.9%), Mex Bonos Desarr Fix Rt 8% 21Feb2036 (2.1%). Go to all CRDRX holdings, CRDRX sectors, or CRDRX dividends.

CRDRX can be compared against other funds. Use CRDRX overlap to find shared positions, or CRDRX vs another fund for a side-by-side view. CRDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.