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REMC - ETF AI Analysis

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REMC

Columbia Research Enhanced Mid Cap ETF (REMC)

Rating:70Outperform
Price Target:
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

REMC leans into U.S. mid-cap cyclicals, with energy refiners like Marathon Petroleum, Valero, and Phillips 66 doing much of the heavy lifting as they continue to trend higher on solid cash flows. Flex has been a standout, sprinting ahead and giving the fund an extra boost, while Keysight and Rockwell add steady tech and industrial strength. On the softer side, Hilton looks a bit winded and CBRE has been dragging, reflecting more mixed sentiment around travel and commercial real estate. Overall, it’s a U.S.-centric, economically sensitive mix with a noticeable tilt toward energy and industrial innovation.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Ciena1.99%$63.96K$78.40B582.50%
70
Outperform
Valero Energy1.78%$57.32K$74.45B84.72%
69
Neutral
Marathon Petroleum1.78%$57.31K$74.45B55.39%
66
Neutral
Phillips 661.67%$53.84K$70.64B40.14%
73
Outperform
Hilton Worldwide Holdings1.58%$50.80K$71.98B23.61%
67
Neutral
Keysight Technologies1.55%$49.82K$59.86B111.01%
77
Outperform
Allstate1.33%$42.76K$55.96B3.97%
74
Outperform
Flex1.31%$42.36K$50.69B228.08%
74
Outperform
Rockwell Automation1.20%$38.82K$49.93B45.20%
71
Outperform
CBRE Group1.10%$35.50K$38.05B-1.26%
70
Outperform

REMC Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
20.67
Positive
100DMA
20.65
Positive
200DMA
Market Momentum
MACD
0.17
Positive
RSI
50.68
Neutral
STOCH
27.66
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REMC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 21.29, equal to the 50-day MA of 20.67, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.17 indicates Positive momentum. The RSI at 50.68 is Neutral, neither overbought nor oversold. The STOCH value of 27.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for REMC.

REMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.21M0.32%
70
Outperform
$95.12M0.45%
66
Neutral
$46.44M0.80%
70
Neutral
$32.96M0.59%
62
Neutral
$7.71M0.35%
68
Neutral
$4.54M0.88%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
REMC
Columbia Research Enhanced Mid Cap ETF
21.16
0.81
3.98%
MID.ETF
American Century Mid Cap Growth Impact ETF
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
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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