Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.42% 292.30M -- 344.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-36.38M 16.74%

Basic Info

Investment Strategy
The Fund seeks capital appreciation by allocating its assets among different asset managers that employ various investment styles and strategies by participating in broad equity markets while hedging overall market exposure. Generally, the Fund seeks to provide higher risk-adjusted returns with lower volatility.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 70
-65.37M Peer Group Low
1.013B Peer Group High
1 Year
% Rank: 63
-36.38M
-730.50M Peer Group Low
3.789B Peer Group High
3 Months
% Rank: 88
-208.47M Peer Group Low
1.592B Peer Group High
3 Years
% Rank: 59
-2.559B Peer Group Low
5.100B Peer Group High
6 Months
% Rank: 82
-391.46M Peer Group Low
2.713B Peer Group High
5 Years
% Rank: 74
-2.315B Peer Group Low
5.300B Peer Group High
YTD
% Rank: 70
-65.37M Peer Group Low
1.013B Peer Group High
10 Years
% Rank: 69
-3.549B Peer Group Low
6.724B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.17%
-6.39%
21.61%
1.34%
3.89%
19.86%
19.32%
1.68%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.34%
1.29%
12.58%
-8.25%
23.80%
6.48%
4.74%
13.48%
14.96%
2.71%
13.44%
0.25%
20.98%
-11.19%
14.06%
18.66%
16.47%
2.34%
11.50%
-6.19%
26.87%
-5.04%
17.73%
20.80%
16.24%
0.51%
6.35%
-0.79%
32.87%
-14.92%
24.09%
20.53%
11.32%
-1.00%
As of February 06, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-4-26) 14.25%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 468

Fund Details

Key Dates
Inception Date 10/17/2016
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 16.25%
Stock 34.74%
Bond 0.01%
Convertible 0.00%
Preferred -0.07%
Other 49.08%
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Top 10 Holdings

Name % Weight Price % Change
Other Assets less Liabilities
48.65% -- --
Columbia Short-Term Cash Fund
16.22% -- --
iShares Core S&P 500 ETF 12.50% 693.73 1.94%
iShares Core MSCI International Developed Mkt ETF 4.66% 87.92 2.23%
JFrog Ltd. 1.96% 47.96 0.65%
Tower Semiconductor Ltd. 1.75% 139.05 7.72%
Natera, Inc. 1.72% 203.20 3.11%
Micron Technology, Inc. 1.40% 394.48 3.03%
GeneDx Holdings Corp. 1.12% 84.45 0.44%
Microsoft Corp. 1.05% 401.31 1.94%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 1.47%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 2000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks capital appreciation by allocating its assets among different asset managers that employ various investment styles and strategies by participating in broad equity markets while hedging overall market exposure. Generally, the Fund seeks to provide higher risk-adjusted returns with lower volatility.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-4-26) 14.25%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 468

Fund Details

Key Dates
Inception Date 10/17/2016
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:CDAZX", "name")
Broad Asset Class: =YCI("M:CDAZX", "broad_asset_class")
Broad Category: =YCI("M:CDAZX", "broad_category_group")
Prospectus Objective: =YCI("M:CDAZX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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