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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Research Enhanced Core ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

11.94 707M
Technology

NVIDIA Corp

11.54 683M
Technology

Meta Platforms Inc Class A

4.69 278M
Communication Services

Micron Technology Inc

2.30 136M
Technology

Mastercard Inc Class A

2.26 134M
Financial Services

Bank of America Corp

2.02 120M
Financial Services

State Street® CommServSelSectSPDR®ETF

1.85 110M
—

Vanguard Communication Services ETF

1.82 108M
—

TJX Companies Inc

1.55 92M
Consumer Cyclical

Chevron Corp

1.45 86M
Energy

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