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RECS - ETF AI Analysis
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Columbia Research Enhanced Core ETF (RECS)
Rating:72Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, health care, and consumer stocks, help reduce the impact if any one industry struggles.
Large Asset Base
The ETF manages a sizable pool of assets, which can support better trading liquidity and fund stability for investors.
Negative Factors
Heavy U.S. Concentration
With the vast majority of its holdings in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Top Holdings Under Pressure
Several of the largest positions, including major technology names, have shown weak recent performance, which can drag on the fund’s returns.
High Exposure to Technology
A large tilt toward the technology sector means the fund may be more sensitive to swings in tech stocks than a more evenly balanced portfolio.
RECS vs. SPDR S&P 500 ETF (SPY)
AUM5.10B
RegionNorth America
Expense Ratio0.15%
Beta0.98
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1.11%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume652,695
30 Day Avg. Volume739,230
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
48.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering366
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RECS Summary
The Columbia Research Enhanced Core ETF (RECS) is a fund that tracks the Beta Advantage Research Enhanced US Equity Index, focusing mainly on large U.S. companies across many sectors. It holds big, well-known names like Apple and Nvidia, along with other leaders in technology, finance, health care, and more. Someone might invest in RECS to get broad, long-term stock market growth in a single, diversified investment, instead of picking individual stocks. A key risk is that it is heavily invested in large U.S. stocks, especially tech, so its value can rise and fall significantly with the overall stock market and technology sector.
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, Apple, and Microsoft sitting in the driver’s seat. Lately, though, this tech trio has been losing a bit of steam, which has weighed on the fund despite their long-term AI and cloud tailwinds. Alphabet has been a bright spot, with both share classes rising and helping offset some of that tech fatigue. Outside tech, Exxon Mobil has quietly added some fuel with solid energy gains, while consumer staple Procter & Gamble stays steady. The portfolio is almost entirely U.S.-focused, making it a concentrated bet on American large-cap leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.67% | $426.54M | $4.57T | 39.78% | 76 Outperform | |
| Apple | 8.47% | $416.75M | $3.88T | 6.12% | 79 Outperform | |
| Microsoft | 6.30% | $310.28M | $2.97T | -2.39% | 79 Outperform | |
| Alphabet Class C | 2.79% | $137.50M | $3.67T | 67.18% | 82 Outperform | |
| Meta Platforms | 2.60% | $128.04M | $1.63T | -5.67% | 76 Outperform | |
| Procter & Gamble | 2.43% | $119.39M | $364.54B | -6.86% | 69 Neutral | |
| Wells Fargo | 1.85% | $91.24M | $273.88B | 11.37% | 80 Outperform | |
| Exxon Mobil | 1.84% | $90.63M | $635.44B | 34.79% | 74 Outperform | |
| Alphabet Class A | 1.64% | $80.56M | $3.67T | 68.57% | 85 Outperform | |
| Booking Holdings | 1.56% | $76.99M | $137.64B | -19.70% | 63 Neutral |
RECS Technical Analysis
Neutral
―
Price Trends
41.08
Negative
40.57
Positive
38.65
Positive
Market Momentum
-0.08
Positive
46.17
Neutral
38.50
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RECS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 41.13, equal to the 50-day MA of 41.08, and equal to the 200-day MA of 38.65, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 46.17 is Neutral, neither overbought nor oversold. The STOCH value of 38.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RECS.
RECS Peer Comparison
Comparison Results
Performance Comparison
RECS
Columbia Research Enhanced Core ETF
40.78
5.81
16.61%
MGC
Vanguard Mega Cap ETF
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―
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PRF
Invesco FTSE RAFI US 1000 ETF
―
―
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QQQI
NEOS Nasdaq 100 High Income ETF
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―
―
FTCS
First Trust Capital Strength 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.
Disclaimer
This 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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