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CARYX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Columbia Adaptive Risk Allocation Inst3 (CARYX) Ownership - Who owns Columbia Adaptive Risk Allocation Inst3?

The investment seeks consistent total returns by seeking to allocate risks across multiple asset classes... Show more

Category: #Trading

Profile

Category
Tactical Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
0.77
Min. Initial Investment
1000000.00
Fund Existence
almost 11 years
Turnover
190.00
Front Load
N/A
Net Assets
2431379700.00
Manager Tenure
N/A

Fundamentals

CARYX
Net Assets
2.43B
Fund Existence
almost 11 years
Turnover
190.00
Total Expense Ratio
0.77
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.77
Assets in Top Ten Holdings
3.1B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
9.57
Fund of Funds
No
Fund Share Class Net Assets
21.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.69
Modified Duration
7.79
No Load Fund
Yes
Number of Long Holdings
338.00
Number of Net Holdings
361.00
Number of Short Holdings
23.00
Prospectus Acquired Expense Ratio
0.05
Weighting Top Ten Holdings
114.71%
Gain YTD
6.479
Annual Yield % from dividends
2.40
Returns for 1 year
6.10
Returns for 3 years
19.64
Returns for 5 years
10.88
Returns for 10 years
27.12
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com