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REMC - ETF AI Analysis

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REMC

Columbia Research Enhanced Mid Cap ETF (REMC)

Rating:70Outperform
Price Target:
REMC, the Columbia Research Enhanced Mid Cap ETF, has a solid overall rating, largely supported by strong performers like Delta Air Lines, Keysight Technologies, and Allstate, which bring robust revenue growth, healthy profitability, and positive earnings outlooks to the portfolio. Additional contributors such as Phillips 66, Flex, and Rockwell Automation add to the fund’s quality through strong cash flow and strategic growth initiatives, though some holdings face risks from high valuations, leverage, or overbought technical signals, which investors should watch as key risk factors.
Positive Factors
Strong Recent Returns
The ETF has delivered positive performance so far this year and over the past month, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, consumer areas, and more, which helps reduce reliance on any single industry.
Leading Top Holdings
Several of the largest positions, such as Ciena, Keysight Technologies, and major energy names, have shown strong gains this year, supporting the fund’s overall results.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering very little geographic diversification if the U.S. market struggles.
Mixed Performance Among Top Holdings
A few key positions like Electronic Arts and CBRE Group have been weak this year, which can drag on the ETF’s performance if the softness continues.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning fees take a noticeable, though not extreme, bite out of returns over time.

REMC vs. SPDR S&P 500 ETF (SPY)

REMC Summary

Columbia Research Enhanced Mid Cap ETF (REMC) is an actively managed fund that focuses on U.S. mid-sized companies, rather than tracking a specific index. It uses Columbia’s in-house research to pick a mix of stocks across many sectors, including industrials, technology, and financials. Well-known holdings include Hilton Worldwide and Electronic Arts. An investor might choose REMC for growth potential, since mid-cap companies are often past the risky start-up phase but still have room to expand, while also getting diversification across many industries. A key risk is that mid-cap stocks can be more volatile and can go up and down with the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.32%, which means you’ll pay about $3.20 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because this fund is actively managed using Columbia’s research to pick mid-cap stocks rather than simply tracking an index.
What would affect this ETF?This U.S. mid-cap ETF could benefit if the economy grows steadily, since many of its industrial, technology, and consumer-focused companies, as well as holdings like Hilton and Electronic Arts, tend to do well when business activity and consumer spending are healthy. On the other hand, an economic slowdown, higher interest rates that pressure real estate and financial stocks, or weaker energy prices that hurt companies like Valero and Marathon Petroleum could weigh on future returns.

REMC Top 10 Holdings

This mid-cap U.S. fund leans into cyclical strength, with energy names like Valero and Marathon Petroleum helping over the longer run but recently losing a bit of steam. Travel and leisure exposure is a bright spot: Hilton and Delta are both rising, giving the portfolio a nice tailwind. On the tech side, Keysight and especially Flex have been standout climbers, while Ciena’s performance has turned mixed after a strong run. Overall, the ETF is diversified but tilted toward U.S. industrial, energy, and tech stories rather than mega-cap growth.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Phillips 661.78%$60.03K$66.61B39.15%
73
Outperform
Simon Property1.64%$55.08K$68.53B34.88%
70
Outperform
Comfort Systems1.61%$54.09K$69.26B310.85%
80
Outperform
Snowflake1.60%$54.07K$80.51B6.03%
54
Neutral
Datadog1.56%$52.63K$79.38B74.90%
69
Neutral
Delta Air Lines1.49%$50.07K$55.31B78.07%
80
Outperform
Allstate1.40%$47.17K$56.93B12.22%
74
Outperform
Electronic Arts1.32%$44.38K$50.69B31.45%
70
Outperform
Rockwell Automation1.30%$43.94K$52.72B47.64%
71
Outperform
Cardinal Health1.28%$43.03K$51.94B35.82%
66
Neutral

REMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
21.74
Positive
100DMA
21.12
Positive
200DMA
Market Momentum
MACD
0.23
Negative
RSI
68.09
Neutral
STOCH
97.83
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.12, equal to the 50-day MA of 21.74, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.23 indicates Negative momentum. The RSI at 68.09 is Neutral, neither overbought nor oversold. The STOCH value of 97.83 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REMC.

REMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.38M0.32%
70
Outperform
$47.19M0.80%
68
Neutral
$35.12M0.59%
69
Neutral
$8.13M0.35%
68
Neutral
$4.64M0.88%
69
Neutral
$3.70M0.79%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
REMC
Columbia Research Enhanced Mid Cap ETF
22.59
2.24
11.01%
KMID
Virtus KAR Mid-Cap ETF
MMID
MFS Active Mid Cap ETF
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
EPMB
Harbor Mid Cap Core ETF
SMCP
SMART Mid Cap ETF
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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