Columbia Etf Trust Etf Profile

RECS Etf  USD 35.88  0.12  0.33%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Columbia ETF is selling for under 35.88 as of the 28th of November 2024; that is 0.33 percent decrease since the beginning of the trading day. The etf's lowest day price was 35.78. Columbia ETF has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Columbia ETF Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in the securities of the index. Columbia Research is traded on NYSEARCA Exchange in the United States. More on Columbia ETF Trust

Moving together with Columbia Etf

  0.99VTI Vanguard Total StockPairCorr
  0.99SPY SPDR SP 500 Aggressive PushPairCorr
  0.99IVV iShares Core SPPairCorr
  0.92VIG Vanguard DividendPairCorr
  0.99VV Vanguard Large CapPairCorr
  0.96RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against Columbia Etf

  0.9YCL ProShares Ultra YenPairCorr
  0.9VIIX VIIXPairCorr
  0.89FXY Invesco CurrencySharesPairCorr
  0.87ULE ProShares Ultra EuroPairCorr

Columbia Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large Cap ETFs, Large Blend, Columbia Threadneedle (View all Sectors)
IssuerColumbia
Inception Date2019-09-25
BenchmarkBeta Advantage Research Enhanced U.S. Equity Index
Entity TypeRegulated Investment Company
Asset Under Management1.45 Billion
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorColumbia Management Investment Advisers, LLC
CustodianThe Bank of New York Mellon Corporation
DistributorALPS Distributors, Inc.
Portfolio ManagerChristopher Lo, Jason Wang
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents371
Market MakerJane Street
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D29.92
NameColumbia ETF Trust I - Columbia Research Enhanced Core ETF
Currency CodeUSD
Open FigiBBG00QDMNK63
In Threey Volatility16.26
1y Volatility10.91
200 Day M A32.1822
50 Day M A34.518
CodeRECS
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.47
Columbia ETF Trust [RECS] is traded in USA and was established 2019-09-25. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. The entity is thematically classified as Size And Style ETFs. Columbia ETF Trust at this time have 63.19 M in assets. , while the total return for the last 3 years was 12.6%.
Check Columbia ETF Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia ETF Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia ETF Trust Etf Constituents

HDHome DepotStockConsumer Discretionary
VVisa Class AStockFinancials
SBUXStarbucksStockConsumer Discretionary
PGProcter GambleStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MCDMcDonaldsStockConsumer Discretionary
LOWLowes CompaniesStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
More Details

Columbia ETF Top Holders

CTFAXColumbia Thermostat FundMutual FundTactical Allocation
CQTRXColumbia Thermostat FundMutual FundTactical Allocation
COTZXColumbia Thermostat FundMutual FundTactical Allocation
CYYYXColumbia Thermostat FundMutual FundTactical Allocation
CTFDXColumbia Thermostat FundMutual FundTactical Allocation
CTORXColumbia Thermostat FundMutual FundTactical Allocation
More Details

Columbia ETF Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia ETF. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Columbia ETF Against Markets

When determining whether Columbia ETF Trust is a strong investment it is important to analyze Columbia ETF's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Columbia ETF's future performance. For an informed investment choice regarding Columbia Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Columbia ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
For more information on how to buy Columbia Etf please use our How to Invest in Columbia ETF guide.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of Columbia ETF Trust is measured differently than its book value, which is the value of Columbia that is recorded on the company's balance sheet. Investors also form their own opinion of Columbia ETF's value that differs from its market value or its book value, called intrinsic value, which is Columbia ETF's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Columbia ETF's market value can be influenced by many factors that don't directly affect Columbia ETF's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Columbia ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.