CRDRX

About CRDRX

Columbia Adaptive Risk Allocation Fund Institutional 2 Class is a tactical allocation mutual fund designed to deliver consistent total returns by dynamically balancing risk across diverse global asset classes. The fund employs a distinctive investment strategy that emphasizes risk allocation rather than capital allocation, seeking to improve diversification and mitigate market volatility. It achieves this by investing in a broad mix of equities, fixed income, and inflation-hedging assets, and adjusting its portfolio based on proprietary models that assess different market environments. The fund’s adaptive approach allows for tactical and dynamic shifts in asset exposure, aiming to respond to changing market conditions and maintain attractive risk-adjusted returns. Managed by Columbia Threadneedle, the fund is targeted at institutional investors, offering a relatively low expense ratio and no minimum investment, with over 350 holdings and substantial total assets. This makes it suitable for institutional investors seeking global multi-asset diversification and consistent portfolio risk management within the broader investment landscape.