RESMColumbia Research Enhanced Small Cap ETF

Grow my moneyNewRanked #1,932 of 2,960 in this goal

Seeks long-term capital appreciation.

By Columbia Threadneedle · Launched 2025

Annual Cost

0.00%

#32 of 5,562 · low cost

Fund Size

$3M

#5,187 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

6 months

#5,089 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,511+15.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 5.9% of fund✓ well diversified

Fabrinet

0.9%

Nextpower Inc

0.7%

LXP Industrial Trust

0.7%

Hecla Mining Co

0.5%

Dycom Industries Inc

0.5%

Rambus Inc

0.5%

Chart Industries Inc

0.5%

Sterling Infrastructure Inc

0.5%

Ensign Group Inc/The

0.5%

Coeur Mining Inc

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed ETF investing primarily in equity securities of small-cap companies, focusing on quality, value, and momentum factors. Utilizes a rules-based framework for stock selection and portfolio construction, with periodic adjustments to align with the Solactive United States 2000 Index.
Inception date: December 11, 2025
Fund family: Columbia Threadneedle