Key stats
About Columbia Research Enhanced Core ETF
Expense ratio
0.15%
Home page
Inception date
Sep 25, 2019
RECS aims to beat the Russell 1000 by subtraction. The fund tracks an index that starts with the Russell 1000, then removes stocks that dont pass its quality, value and momentum screens on a sector by sector basis. (Fund docs offer little additional detail on the factor inputs.) Stocks that make the cut are market cap weighted, and sector weights are aligned with those of the Russell 1000. In all, the fund aims to beat its bogey solely by stock de-selection while avoiding sector bets.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks98.15%
Technology Services22.44%
Electronic Technology14.67%
Finance13.12%
Health Technology9.54%
Retail Trade9.40%
Consumer Non-Durables5.19%
Producer Manufacturing4.01%
Energy Minerals3.68%
Commercial Services2.92%
Consumer Services2.37%
Utilities2.32%
Process Industries1.57%
Transportation1.51%
Distribution Services1.34%
Health Services1.33%
Non-Energy Minerals1.00%
Consumer Durables0.89%
Communications0.45%
Industrial Services0.40%
Bonds, Cash & Other1.85%
ETF1.40%
Cash0.46%
Miscellaneous0.00%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history