RECS - ETF AI Analysis
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Columbia Research Enhanced Core ETF (RECS)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown positive returns so far this year and over the last month, indicating solid recent momentum.
Leadership in Technology
A large portion of the fund is invested in major technology companies, including several top holdings that have delivered strong gains.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns over time.
Negative Factors
High Concentration in Top Stocks
A few large positions, especially in big technology names, make up a significant share of the portfolio, increasing the impact if any of them struggle.
Heavy U.S. Focus
With almost all assets in U.S. companies, the fund offers very limited international diversification.
Several Key Holdings Are Lagging
Some major positions, including well-known technology and financial stocks, have shown weak performance this year, which can drag on overall returns.
RECS vs. SPDR S&P 500 ETF (SPY)
AUM5.40B
RegionNorth America
Expense Ratio0.15%
Beta0.98
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1.08%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume641,660
30 Day Avg. Volume693,580
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
49.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering365
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RECS Summary
The Columbia Research Enhanced Core ETF (RECS) tracks the Beta Advantage Research Enhanced US Equity Index and focuses mainly on large U.S. companies across many sectors, with a big tilt toward technology. It holds well-known names like Apple and Nvidia, along with other major firms in finance, health care, and consumer goods. Someone might invest in RECS to get broad, long-term growth potential from many leading companies in a single fund, helping with diversification. A key risk is that it is heavily exposed to large U.S. stocks, especially tech, so its value can rise and 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 U.S. mega-cap tech, with Nvidia, Apple, and Microsoft steering the ship. Nvidia has been a clear engine of growth lately, riding the AI wave, while Apple looks steady and still climbing after a softer start to the year. Microsoft’s story is more mixed, with strong fundamentals but choppier recent trading. Alphabet and Meta add more tech and communication firepower, keeping the fund tightly tied to Big Tech sentiment. Outside this cluster, defensive names like Procter & Gamble have been lagging, offering stability but not much spark.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.14% | $491.50M | $5.06T | 99.22% | 76 Outperform | |
| Apple | 8.53% | $459.13M | $3.98T | 27.35% | 79 Outperform | |
| Microsoft | 6.48% | $348.64M | $3.15T | 8.60% | 79 Outperform | |
| Alphabet Class C | 3.06% | $164.80M | $4.15T | 114.58% | 82 Outperform | |
| Meta Platforms | 2.63% | $141.58M | $1.71T | 23.44% | 76 Outperform | |
| Procter & Gamble | 2.21% | $118.70M | $344.37B | -8.31% | 69 Neutral | |
| Exxon Mobil | 1.81% | $97.64M | $618.95B | 36.42% | 74 Outperform | |
| Alphabet Class A | 1.69% | $91.03M | $4.15T | 118.13% | 85 Outperform | |
| Wells Fargo | 1.64% | $88.12M | $243.37B | 16.03% | 80 Outperform | |
| Booking Holdings | 1.59% | $85.79M | $140.27B | -9.24% | 63 Neutral |
RECS Technical Analysis
Positive
―
Price Trends
40.38
Positive
40.73
Positive
39.92
Positive
Market Momentum
0.62
Negative
62.56
Neutral
73.28
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 41.07, equal to the 50-day MA of 40.38, and equal to the 200-day MA of 39.92, indicating a bullish trend. The MACD of 0.62 indicates Negative momentum. The RSI at 62.56 is Neutral, neither overbought nor oversold. The STOCH value of 73.28 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
41.91
9.46
29.15%
PRF
Invesco FTSE RAFI US 1000 ETF
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MGC
Vanguard Mega Cap ETF
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SPYI
NEOS S&P 500 High Income ETF
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RWL
Invesco S&P 500 Revenue 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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