Advertisement
Skip to Content
Morningstar

Columbia Adaptive Risk Allocation Inst CRAZX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.67  /  0.12 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 8.14%
  • Turnover 260%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CRAZX

Will CRAZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRAZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CRAZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CRAZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Adaptive Risk Allocation Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor