CRADX Mutual Fund

CRADX Mutual Fund (Columbia Adaptive Risk Allocation Fund Class S) is managed by Columbia Threadneedle Investments with $11.3M in net assets. CRADX expense ratio is 0.81%, holding 424 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2024-10-02.

CRADX performance shows a YTD return of 6.87%. The 1-year return is 9.45% and the 5-year return is 4.78%. CRADX dividend yield stands at 2.67%, paid annually.

CRADX top holdings include Columbia Short Term Cash Fund (36.0%), Columbia Commodity Strategy Fund (11.3%), Treasury Note (Otr) 3.38% May 15, 2033 (4.0%), Mex Bonos Desarr Fix Rt 8% 21Feb2036 (2.1%), United States Treasury Note/Bondus Treasury N/B (1.8%). Go to all CRADX holdings, CRADX sectors, or CRADX dividends.

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