CRADX Mutual Fund

CRADX Mutual Fund

NAV$11.48
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Fund Essentials - as of Jun 30, 2026

Net Assets
$11M
Expense Ratio
0.81%
Dividend Yield (Current)
2.61%
Holdings
352
Inception Date
Oct 2, 2024
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.60%
1 Year+14.82%
3 Year+11.28%
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
WIHL:STWihlborgs Fastigheter Ab0.00%
Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.61%
Frequency
Annually

Peer Comparison

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

CRADX Mutual Fund Overview

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 352 positions across various sectors. Inception date: 2024-10-02.

CRADX performance shows a YTD return of 9.60%. The 1-year return is 14.82% and the 5-year return is 4.78%. CRADX dividend yield stands at 2.61%, paid annually.

CRADX top holdings include Wihlborgs Fastigheter Ab (0.0%). 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.