CRED - ETF AI Analysis
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Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year to date and in the last few months, indicating positive recent momentum.
Leading Real Estate Holdings
Several of the largest positions, including major data center and logistics REITs, have delivered strong performance, helping drive the fund’s returns.
Moderate Expense Ratio
The fund’s fee is reasonable for a specialized real estate strategy, allowing investors to keep more of their returns compared with higher-cost niche funds.
Negative Factors
Sector Concentration Risk
Almost all assets are invested in real estate, so the ETF is highly sensitive to downturns in that single sector.
U.S.-Only Exposure
With nearly all holdings in U.S. companies, the fund offers little geographic diversification outside the domestic market.
Heavy Weight in a Few Stocks
A small number of large REITs make up a big share of the portfolio, increasing the impact if any of these individual holdings perform poorly.
CRED vs. SPDR S&P 500 ETF (SPY)
AUMN/A
RegionN/A
Expense RatioN/A
BetaN/A
IssuerN/A
Inception DateN/A
Dividend YieldN/A
Asset ClassN/A
Index TrackedN/A
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume410
30 Day Avg. Volume287
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst CoveringN/A
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CRED Summary
The Columbia Research Enhanced Real Estate ETF (CRED) tracks the Beta Advantage Research Enhanced REIT Index, focusing on U.S. real estate investment trusts (REITs). It owns companies that run warehouses, data centers, malls, and other properties, including well-known names like Prologis and Equinix. Investors might consider CRED if they want real estate exposure, potential dividend income, and diversification away from regular stocks and bonds. However, because it is heavily concentrated in real estate, its value can rise or fall with the property market, interest rates, and overall economic conditions.
How much will it cost me?The Columbia Research Enhanced Real Estate ETF (CRED) has an expense ratio of 0.33%, meaning you’ll pay $3.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on specialized real estate investments to enhance returns. The higher cost reflects the research and strategy involved in selecting its portfolio.
What would affect this ETF?The Columbia Research Enhanced Real Estate ETF (CRED) could benefit from a strong U.S. real estate market, driven by economic growth, increased demand for commercial and residential properties, and stable dividend income from REITs like American Tower and Equinix. However, rising interest rates or regulatory changes affecting REITs could negatively impact property values and borrowing costs, potentially reducing returns for investors. The ETF’s heavy focus on U.S. real estate makes it sensitive to domestic economic conditions and sector-specific trends.
CRED Top 10 Holdings
CRED is essentially a U.S. REIT play, with a heavy tilt toward modern, infrastructure-like real estate. Data-center giants Equinix and Digital Realty have been doing the heavy lifting, riding rising demand for cloud and AI, while Iron Mountain has quietly become a star performer as it leans into data centers too. Prologis, a logistics powerhouse, has been steady over the longer run despite some recent softness. On the flip side, American Tower is treading water and VICI Properties is dragging a bit, reminding investors that not every corner of real estate is firing at once.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 12.58% | $440.58K | $142.60B | 36.73% | 76 Outperform | |
| Equinix | 8.96% | $313.84K | $100.60B | 28.90% | 73 Outperform | |
| Simon Property | 8.86% | $310.29K | $74.17B | 39.34% | 70 Outperform | |
| American Tower | 7.16% | $250.68K | $79.23B | -26.24% | 71 Outperform | |
| Digital Realty | 5.42% | $189.74K | $62.19B | -0.48% | 69 Neutral | |
| VICI Properties | 4.38% | $153.42K | $28.72B | -18.04% | 73 Outperform | |
| Ventas | 4.05% | $141.80K | $47.82B | 44.87% | 68 Neutral | |
| Iron Mountain | 3.25% | $113.75K | $36.84B | 25.83% | 55 Neutral | |
| Healthpeak Properties | 2.27% | $79.49K | $15.90B | 21.14% | 58 Neutral | |
| Invitation Homes | 2.22% | $77.88K | $17.89B | -6.18% | 69 Neutral |
CRED Technical Analysis
Positive
―
Price Trends
19.24
Positive
18.68
Positive
17.90
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CRED, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.41, equal to the 50-day MA of 19.24, and equal to the 200-day MA of 17.90, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CRED.
CRED Peer Comparison
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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