RECSColumbia Research Enhanced Core ETF
RECS Fund Description
RECS tracks an index of US stocks pulled from the Russell 1000. The index uses multifactor selection and market cap weighting.
RECS Factset Analytics Insight
RECS aims to beat the Russell 1000 by subtraction. The fund tracks an index that starts with the Russell 1000, then removes stocks that don’t pass its quality, value and momentum screens on a sector by sector basis. (Fund docs offer little additional detail on the factor inputs.) Stocks that make the cut are market cap weighted, and sector weights are aligned with those of the Russell 1000. In all, the fund aims to beat its bogey solely by stock de-selection while avoiding sector bets.
RECS MSCI ESG Analytics Insight
Columbia Research Enhanced Core ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.52 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Columbia Research Enhanced Core ETF ranks in the 33th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RECS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
RECS Summary Data
RECS Portfolio Data
RECS Index Data
RECS Portfolio Management
RECS Tax Exposures
RECS Fund Structure
RECS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RECS. RECS is rated a 4 out of 5.
RECS Sector/Industry Breakdown
RECS Top 10 Holdings[View All]
RECS Economic Development
RECS Performance Statistics
RECS MSCI ESG Ratings
RECS Benchmark Comparison Summary
RECS Benchmark Comparison Market Cap Size