Skip to Content

Columbia Research Enhanced Core ETF RECS

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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Research Enhanced Core ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RECS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.32 36.3 Mil
Technology

Amazon.com Inc

7.40 32.3 Mil
Consumer Cyclical

Apple Inc

6.84 29.8 Mil
Technology

NVIDIA Corp

4.26 18.6 Mil
Technology

JPMorgan Chase & Co

3.05 13.3 Mil
Financial Services

Meta Platforms Inc Class A

2.88 12.5 Mil
Communication Services

Alphabet Inc Class A

2.59 11.3 Mil
Communication Services

Visa Inc Class A

2.49 10.8 Mil
Financial Services

Alphabet Inc Class C

2.24 9.8 Mil
Communication Services

Johnson & Johnson

2.16 9.4 Mil
Healthcare