CRAZX Mutual Fund

CRAZX Mutual Fund

NAV$11.70
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Fund Essentials - as of May 31, 2026

Net Assets
$2.3B
Expense Ratio
0.81%
Dividend Yield (Current)
2.65%
Holdings
352
Inception Date
Jun 19, 2012
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.91%
1 Year+15.60%
3 Year+11.29%
5 Year+4.78%
10 Year+6.73%

Asset Allocation

Stocks: 6.13%
Bonds: 40.41%
Cash: 39.98%
Other: 13.48%
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Top Holdings

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TickerNameWeight
-Columbia Short Term Cash Fund41.51%
CCSAXColumbia Commodity Strategy Fund8.62%
T 3.375 05/15/33United States Treas Nts 3.375% 05/15/20334.14%
- Japanese Yen2.87%
-Scih Salt Holdings Inc. 1/31/2029 Incremental Term B-1 Loan (First Lien)2.06%
Top 10 Concentration: 64.96%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.65%
Frequency
Annually
Latest Distribution
$2.17
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CRAZX Mutual Fund Overview

CRAZX Mutual Fund (Columbia Adaptive Risk Allocation Fund Class I) is managed by Columbia Threadneedle Investments with $2.34B in net assets. CRAZX expense ratio is 0.81%, holding 352 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2012-06-19.

CRAZX performance shows a YTD return of 7.91%. The 1-year return is 15.60% and the 5-year return is 4.78%. CRAZX dividend yield stands at 2.65%, paid annually.

CRAZX top holdings include Columbia Short Term Cash Fund (41.5%), Columbia Commodity Strategy Fund (8.6%), United States Treas Nts 3.375% 05/15/2033 (4.1%), Japanese Yen (2.9%), Scih Salt Holdings Inc. 1/31/2029 Incremental Term B-1 Loan (First Lien) (2.1%). Go to all CRAZX holdings, CRAZX sectors, or CRAZX dividends.

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