Columbia Adaptive Risk Fund Quote
| CRAAX Fund | USD 9.82 0.05 0.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Adaptive is trading at 9.82 as of the 1st of March 2025; that is 0.51% up since the beginning of the trading day. The fund's open price was 9.77. Columbia Adaptive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of May 2023 and ending today, the 1st of March 2025. Click here to learn more.
Under normal circumstances, the fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. The Investment Manager employs quantitative and fundamental methods to identify distinct market states and creates a strategic risk allocation for each state that is intended to generate attractive risk-adjusted returns in that market state.. More on Columbia Adaptive Risk
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Columbia Adaptive Risk [CRAAX] is traded in USA and was established 1st of March 2025. Columbia Adaptive is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Columbia Threadneedle family. This fund currently has accumulated 3.57 B in assets under management (AUM) with no minimum investment requirementsColumbia Adaptive Risk is currently producing year-to-date (YTD) return of 3.25% with the current yeild of 0.02%, while the total return for the last 3 years was 2.25%.
Check Columbia Adaptive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Adaptive Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Adaptive Risk Mutual Fund Constituents
| CCFYX | Columbia Modity Strategy | Mutual Fund | Commodities Broad Basket |
Columbia Adaptive Risk Risk Profiles
| Mean Deviation | 0.3392 | |||
| Semi Deviation | 0.4872 | |||
| Standard Deviation | 0.5095 | |||
| Variance | 0.2596 |
Columbia Adaptive Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Adaptive financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Adaptive security.
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