Columbia Research Enhanced Core ETF

Profitability for 1 year: 14.07%
Commission: 0.15%
Category: Large Cap Growth Equities

40.57 $

-0.5 $ -1.21%
29.4 $
41.62 $

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Chart Columbia Research Enhanced Core ETF

Main settings

10 year return 0
3 year return 13.21
5 year return 82.53
Annual return 14.07
Asset size Large-Cap
Asset type Equity
Average P/BV 3.86
Average P/E 24.45
Average P/S 2.3
Beta 0.86
Commission 0.15
Country USA
Currency usd
Div. yield 0.96
Focus Large Cap
Foundation date 2019-09-25
ISIN code US19761L7064
ISO country US
Index Beta Advantage Research Enhanced U.S. Equity Index
Number of companies 49
Owner Columbia Threadneedle
Region North America
Region U.S.
Strategy Multi-factor
Top 10 issuers, % 40.04
Website link
segment Equity: U.S. - Large Cap
Change per day -1.21% 41.06 $
Change per week -0.99% 40.97 $
Change per month -1.52% 41.19 $
Change per 3 month -0.67% 40.84 $
Change per half year +1.46% 39.98 $
Change per year +14.07% 35.56 $
Change per year to date -2.04% 41.41 $

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Top companies

Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 Apple Apple Technology 8.8592 55.81 9.89 36.74 26.98 0.44
#2 NVIDIA NVIDIA Technology 8.5029 61.15 37.17 66.56 34.59 0.0255
#3 Microsoft Corporation Microsoft Corporation Technology 6.6799 8.71 10.61 29.37 23.37 0.7
#4 Google Alphabet Google Alphabet Technology 3.2197 9.22 9.5 28.97 21.6 0.34
#5 Meta (Facebook) Meta (Facebook) Technology 2.8757 8.46 9.4 24.78 17.85 0.31
#6 Procter & Gamble Company Procter & Gamble Company Consumer Staples 2.4694 7.71 4.76 25.1 17.43 2.63
#7 Wells Fargo Wells Fargo Financials 1.9865 1.54 2.46 13.08 15.61 2.1
#8 Alphabet Inc. Alphabet Inc. Technology 1.8845 7.32 6.8 23.78 17.6 0.35
#9 Exxon Mobil Exxon Mobil Energy 1.8058 1.68 1.34 13.5 6.46 3.38
#10 Booking Holdings Booking Holdings Financials 1.7518 -24.36 5.05 25.14 30.78 0.74

Structure ETF

Stock 68.7 %

Similar ETF

Other ETFs from the Management Company

Title Class Category Commission Annual return
Equity 0.16 35.6
Bond 0.28 3.97
Equity 0.75 -1.48
Equity 0.49 34.94
Bond 0.25 2.54
Equity 0.19 16.2
Equity 0.75 17.82
Equity 0.45 -10.53
Bond 0.23 5.86

Description Columbia Research Enhanced Core ETF

RECS стрСмится ΠΏΡ€Π΅Π²Π·ΠΎΠΉΡ‚ΠΈ Russell 1000 ΠΏΠΎ Π²Ρ‹Ρ‡ΠΈΡ‚Π°Π½ΠΈΡŽ. Π€ΠΎΠ½Π΄ отслСТиваСт индСкс, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ начинаСтся с Russell 1000, Π° Π·Π°Ρ‚Π΅ΠΌ удаляСт Π°ΠΊΡ†ΠΈΠΈ, Π½Π΅ ΠΏΡ€ΠΎΡˆΠ΅Π΄ΡˆΠΈΠ΅ Π΅Π³ΠΎ ΠΏΡ€ΠΎΠ²Π΅Ρ€ΠΊΠΈ качСства, стоимости ΠΈ Π΄ΠΈΠ½Π°ΠΌΠΈΠΊΠΈ, ΠΏΠΎ сСкторам. (Π’ Π΄ΠΎΠΊΡƒΠΌΠ΅Π½Ρ‚Π°Ρ†ΠΈΠΈ Ρ„ΠΎΠ½Π΄Π° содСрТится ΠΌΠ°Π»ΠΎ Π΄ΠΎΠΏΠΎΠ»Π½ΠΈΡ‚Π΅Π»ΡŒΠ½Ρ‹Ρ… подробностСй ΠΎ Ρ„Π°ΠΊΡ‚ΠΎΡ€Π°Ρ….) Акции, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΡƒΡ‡Π°ΡΡ‚Π²ΡƒΡŽΡ‚ Π² сокращСнии, Π²Π·Π²Π΅ΡˆΠ΅Π½Ρ‹ ΠΏΠΎ Ρ€Ρ‹Π½ΠΎΡ‡Π½ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠΈ, Π° вСса сСкторов согласованы с вСсами Russell 1000. Π’ Ρ†Π΅Π»ΠΎΠΌ, Ρ„ΠΎΠ½Π΄ стрСмится ΠΏΠΎΠ±Π΅Π΄ΠΈΡ‚ΡŒ своСго ΠΆΡƒΠΏΠ΅Π»Π° ΠΈΡΠΊΠ»ΡŽΡ‡ΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎ Π·Π° счСт сниТСния стоимости Π°ΠΊΡ†ΠΈΠΉ. Π²Ρ‹Π±ΠΎΡ€, избСгая ставок Π½Π° сСктор.