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 2.64%, paid annually.

CRDRX top holdings include Melco Resorts Finance 6.5% 9/24/2033 (41.5%), Columbia Commodity Strategy Fund (8.6%), United States Treas Nts 3.375% 05/15/2033 (4.1%), Currency Contract - USD (2.9%), Galaxy Pipeline Assets Bidco Ltd. 2.16 03/31/2034 (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.