RECS - ETF AI Analysis
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Columbia Research Enhanced Core ETF (RECS)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown strong recent performance over the year, three-month, and one-month periods, indicating solid momentum.
Leading Tech and Chip Holdings
Top positions like Apple, Nvidia, and Micron have delivered strong gains, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment gains can stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy Concentration in Top Stocks
A large share of the portfolio is tied up in a few big names, which increases the impact if any of those companies stumble.
Underperforming Key Holdings
Some important positions like Meta Platforms and Mastercard have shown weak performance recently, which can drag on the fund.
High U.S. Market Exposure
With most assets invested in U.S. companies, the ETF is heavily dependent on the health of the U.S. market and offers limited global diversification.
RECS vs. SPDR S&P 500 ETF (SPY)
AUM6.09B
RegionNorth America
Expense Ratio0.15%
Beta0.95
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume363,189
30 Day Avg. Volume417,893
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 Target
53.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering354
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RECS Summary
Columbia Research Enhanced Core ETF (RECS) is a U.S. stock fund that follows the Beta Advantage Research Enhanced US Equity Index, focusing on large, well-established companies. It mainly holds big American businesses across many sectors, with a strong tilt toward technology and financials. Well-known names like Apple and Nvidia are among its top holdings. Investors might consider RECS for broad diversification and long-term growth in leading U.S. companies, all in a single investment. A key risk is that it is heavily exposed to large U.S. tech stocks, so its value can rise or fall sharply with that part of the market.
How much will it cost me?The Columbia Research Enhanced Core ETF (RECS) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The Columbia Research Enhanced Core ETF (RECS), with its focus on large-cap U.S. companies, could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings. However, potential risks include rising interest rates or economic slowdowns that may negatively impact consumer spending and financial stocks, which are also key components of the fund. Regulatory changes affecting major holdings like Nvidia, Apple, or Meta Platforms could further influence performance.
RECS Top 10 Holdings
RECS is leaning heavily on Big Tech, with Nvidia and Apple sitting in the driver’s seat. Nvidia’s AI-fueled story is still rising this year, while Apple’s long-term climb looks steady even if it’s recently lost a bit of steam. Meta, on the other hand, has been lagging, acting more like a speed bump than a tailwind. Outside tech, Micron’s strong run and Mastercard’s solid, rising trend add support, with Bank of America and Chevron providing a more traditional financial and energy backbone. Overall, it’s a U.S.-centric, tech-heavy large-cap play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.54% | $696.86M | $5.07T | 26.54% | 76 Outperform | |
| Apple | 11.30% | $681.96M | $4.57T | 35.27% | 79 Outperform | |
| Meta Platforms | 4.52% | $272.70M | $1.47T | -23.96% | 76 Outperform | |
| Mastercard | 2.49% | $150.17M | $524.27B | 0.21% | 75 Outperform | |
| Micron | 2.20% | $132.72M | $1.06T | 666.71% | 79 Outperform | |
| Bank of America | 2.03% | $122.58M | $435.16B | 21.15% | 72 Outperform | |
| ― | 1.79% | $107.92M | ― | ― | ― | |
| ― | 1.53% | $92.58M | ― | ― | ― | |
| Chevron | 1.50% | $90.50M | $395.57B | 25.39% | 71 Outperform | |
| TJX Companies | 1.35% | $81.54M | $151.16B | -2.11% | 79 Outperform |
RECS Technical Analysis
Positive
―
Price Trends
44.33
Positive
43.43
Positive
41.96
Positive
Market Momentum
0.28
Positive
57.56
Neutral
57.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RECS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.17, equal to the 50-day MA of 44.33, and equal to the 200-day MA of 41.96, indicating a bullish trend. The MACD of 0.28 indicates Positive momentum. The RSI at 57.56 is Neutral, neither overbought nor oversold. The STOCH value of 57.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RECS.
RECS Peer Comparison
Comparison Results
Performance Comparison
RECS
Columbia Research Enhanced Core ETF
45.34
6.72
17.40%
JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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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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