RECSColumbia Research Enhanced Core ETF

Grow my money6y track recordRanked #184 of 2,960 in this goal

Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Equity Index.

By Columbia Threadneedle · Launched 2019

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$5.7B

#410 of 5,562 · large

Return (1Y)Goal

+23.4%

Track Record

6 years

#1,964 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,320+23.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index enhanced

Factor

Quality

Index tracked

Beta Advantage Research Enhanced US Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.2% of fund✓ well diversified

NVIDIA Corp

8.7%

Apple Inc

8.2%

Microsoft Corp

6.7%

Alphabet Inc

3.1%

Meta Platforms Inc

2.9%

Procter & Gamble Co/The

2.3%

Wells Fargo & Co

1.9%

Booking Holdings Inc

1.8%

Alphabet Inc

1.8%

Exxon Mobil Corp

1.7%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

36.5%

Financial Services

11.9%

Communication

10.9%

Consumer Cyclical

10.3%

Healthcare

9.0%

Industrials

6.6%

Consumer Defensive

4.6%

Energy

3.6%

Other

6.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.1%Moderate

Year-on-year price swings

Max drawdown

-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.11Strong risk-adjusted returns

Sortino (3Y)

1.64Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Equity Index.
Strategy: Invests at least 80% of assets in securities of the Index, which reflects a rules-based strategic beta approach to U.S. large- and mid-cap growth and value companies. The Fund uses a replication strategy to track the Index's performance, investing in component securities in similar proportions.
Inception date: September 25, 2019
Fund family: Columbia Threadneedle