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RECS - AI Analysis
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Columbia Research Enhanced Core ETF (RECS)
Rating:74Outperform
Price Target:
$45.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia and Palantir, have delivered strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Negative Factors
High Concentration in Technology
Technology makes up over a third of the portfolio, exposing the ETF to risks if the sector faces a downturn.
Limited Geographic Exposure
With nearly all assets concentrated in U.S. companies, the ETF lacks diversification across global markets.
Overweight in Top Holdings
A significant portion of the portfolio is concentrated in a few stocks like Nvidia and Apple, increasing individual company risk.
RECS vs. SPDR S&P 500 ETF (SPY)
AUM4.29B
RegionNorth America
Expense Ratio0.15%
Beta0.98
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield0.92%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume658,984
30 Day Avg. Volume717,055
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
46.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering375
RECS Summary
The Columbia Research Enhanced Core ETF (RECS) is an investment fund that focuses on large-cap companies, which are well-established businesses with strong market value. It follows the Beta Advantage Research Enhanced US Equity Index and includes industry leaders like Nvidia and Apple. This ETF is a good option for investors looking for growth and diversification, as it covers a wide range of sectors, including technology, finance, and healthcare. However, new investors should be aware that its performance can fluctuate with the overall stock market, especially since it has a significant focus on technology stocks.
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
The Columbia Research Enhanced Core ETF (RECS) leans heavily into technology, with Nvidia and Apple leading the charge thanks to their steady growth and strong positioning in AI innovation. Alphabet’s dual share classes also add to the tech-heavy tilt, benefiting from rising momentum in cloud and AI services. However, financials like JPMorgan Chase and consumer names such as Booking Holdings have been lagging, tempering the fund’s overall performance. With a clear focus on U.S. large-cap equities, RECS is riding the wave of tech dominance but faces mixed results from other sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.56% | $582.26M | $4.92T | 49.55% | 85 Outperform | |
| Apple | 11.32% | $485.78M | $4.01T | 21.19% | 80 Outperform | |
| JPMorgan Chase | 3.63% | $156.00M | $855.50B | 41.56% | 70 Outperform | |
| Meta Platforms | 2.82% | $121.01M | $1.63T | 13.74% | 71 Outperform | |
| Alphabet Class C | 2.74% | $117.50M | $3.40T | 63.23% | 80 Outperform | |
| Visa | 2.60% | $111.82M | $656.47B | 16.75% | 75 Outperform | |
| Alphabet Class A | 2.01% | $86.37M | $3.40T | 64.16% | 80 Outperform | |
| Booking Holdings | 1.32% | $56.82M | $163.67B | 6.31% | 63 Neutral | |
| Palantir Technologies | 1.31% | $56.30M | $475.58B | 384.11% | 76 Outperform | |
| TJX Companies | 1.24% | $53.44M | $155.97B | 24.36% | 79 Outperform |
RECS Technical Analysis
Positive
―
Price Trends
39.96
Positive
38.69
Positive
36.38
Positive
Market Momentum
0.35
Negative
60.41
Neutral
61.86
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 40.47, equal to the 50-day MA of 39.96, and equal to the 200-day MA of 36.38, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 60.41 is Neutral, neither overbought nor oversold. The STOCH value of 61.86 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
41.00
6.86
20.09%
DUHP
Dimensional US High Profitability ETF
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MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 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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