CRDRX Mutual Fund

CRDRX Mutual Fund (Columbia Adaptive Risk Allocation Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $54.7M in net assets. CRDRX expense ratio is 0.82%, holding 424 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2012-06-19.

CRDRX performance shows a YTD return of 7.41%. The 1-year return is 7.86% and the 5-year return is 4.71%. CRDRX dividend yield stands at 2.65%, paid annually.

CRDRX 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 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.