Morningstar

Columbia Research Enhanced Core ETF RECS

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis RECS

Will RECS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RECS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RECS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RECS’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in its Process Pillar rating is the primary driver of Columbia Research Enhanced Core ETF's upgrade to a Morningstar Medalist Rating of Silver from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RECS

More RECS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.50 87.4 Mil
Technology

Microsoft Corp

7.87 80.9 Mil
Technology

NVIDIA Corp

7.61 78.3 Mil
Technology

Amazon.com Inc

4.64 47.7 Mil
Consumer Cyclical

JPMorgan Chase & Co

3.30 34.0 Mil
Financial Services

Meta Platforms Inc Class A

3.12 32.0 Mil
Communication Services

Johnson & Johnson

2.58 26.5 Mil
Healthcare

Alphabet Inc Class A

2.30 23.7 Mil
Communication Services

Procter & Gamble Co

2.07 21.3 Mil
Consumer Defensive

Alphabet Inc Class C

1.95 20.1 Mil
Communication Services

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