Columbia Adaptive Risk Allocation Fund A

Frequently Asked Questions About CRAAX

What does CRAAX invest in?

The fund seeks to generate stable returns relative to the risk taken by strategically distributing its portfolio's risk exposure across a diverse array of asset types in both U.S. and global markets. Its investment approach allows for direct holdings in various securities and financial instruments, or indirect exposure through investments in other pooled vehicles like mutual funds, real estate investment trusts (REITs), closed-end funds, and exchange-traded funds (ETFs) – specifically including leveraged and inverse ETFs. These underlying funds may be managed by external parties or by the Investment Manager and its affiliated companies.

What is the expense ratio of CRAAX?

Columbia Adaptive Risk Allocation Fund A (CRAAX) charges an expense ratio of 1.06%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CRAAX?

Columbia Adaptive Risk Allocation Fund A (CRAAX) manages $249.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CRAAX actively managed or an index fund?

CRAAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CRAAX launched?

Columbia Adaptive Risk Allocation Fund A (CRAAX) launched in June 2012 and is managed by the fund issuer.

How has CRAAX performed?

CRAAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.