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RECSColumbia Research Enhanced Core ETF

Grow my money6y track recordRanked #180 of 2,993 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%

#612 of 5,853 · low cost

Fund Size

$5.8B

#421 of 5,853 · large

Return (1Y)Goal

+16.4%

Track Record

6 years

#1,924 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,891+18.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

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 = 38.8% of fundwell diversified

NVIDIA Corp
9.1%
Apple Inc
8.4%
Microsoft Corp
6.3%
Alphabet Inc
3.4%
Meta Platforms Inc
2.4%
Procter & Gamble Co/The
2.2%
Alphabet Inc
2.0%
Exxon Mobil Corp
1.8%
Wells Fargo & Co
1.7%
Booking Holdings Inc
1.5%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
36.6%
Financial Services
11.9%
Communication
10.2%
Consumer Cyclical
9.4%
Healthcare
9.1%
Industrials
8.9%
Consumer Defensive
4.5%
Energy
3.0%
Other
6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-31.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.50Good downside protection

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 primarily in U.S. large- and mid-cap growth and value companies, replicating the Beta Advantage ® Research Enhanced U.S. Equity Index. The Fund is concentrated in the information technology sector and employs a rules-based strategic beta approach to achieve stronger total returns compared to the Russell 1000 ® Index.
Inception date
September 25, 2019
Fund family
Columbia Threadneedle

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Data updated on 2026-08-02