RECS

Columbia Research Enhanced Core ETF
*Unless otherwise stated, data provided by FactSet.

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 Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 01/23/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RECS 3.24% 11.03% 3.13% -- -- -- --
RECS (NAV) 3.32% 10.92% 3.12% -- -- -- --
Beta Advantage Research Enhanced U.S. Equity Index 3.35% 11.19% 3.14% 26.97% 16.16% 12.22% --
MSCI USA Large Cap Index 3.46% 11.85% 3.21% 29.26% 16.50% 12.76% 14.18%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RECS Summary Data

Columbia
09/25/19
Open-Ended Fund
0.15%
$5.55M
$5.50K
0.18%

RECS Portfolio Data

$320.48B
22.62
3.48
--
N/A
355

RECS Index Data

Beta Advantage Research Enhanced U.S. Equity Index
Market Cap
Multi-Factor
MSCI USA Large Cap Index

RECS Portfolio Management

0.15%
--
--
--

RECS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RECS Fund Structure

Open-Ended Fund
No
--
N/A / N/A
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

RECS Factset Analytics Block Liquidity

As of 01/24/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RECS. RECS is rated a N/A out of 5.

RECS Tradability

266
$5.50K
200
$4.24K
0.18%
$0.04
0.03%
0.19% / -0.09%
None
100.00%
50,000
0.00
0.05%
--
0
$22.23
N/A

RECS Sector/Industry Breakdown


RECS
Segment Benchmark
29.41%
29.31%
16.97%
14.94%
13.54%
14.34%
11.01%
12.66%
9.12%
9.50%
7.22%
7.57%
4.19%
4.35%
3.08%
2.90%
2.84%
2.06%
2.61%
2.37%

RECS Top 10 Holdings[View All]

Apple Inc. 6.47%
29.59%

RECS Countries


RECS
Segment Benchmark
100.00%
100.00%

RECS Regions


RECS
Segment Benchmark
100.00%
100.00%

RECS Economic Development


RECS
Segment Benchmark
100.00%
100.00%

RECS Performance Statistics

--
--
--
--
0.00%
MSCI USA Large Cap Index

RECS Benchmark Comparison Holdings

355
297
137
62.75%

RECS Benchmark Comparison Summary


RECS
Segment Benchmark
355
297
$320.48B
$296.15B
22.62
23.66
3.48
3.68
1.97%
1.87%
Low
Low

RECS Benchmark Comparison Market Cap Size


RECS
Segment Benchmark
92.33%
99.88%
7.34%
0.12%
0.32%
0.00%
0.00%
0.00%