(RECS) Columbia Trust I - - Ratings and Ratios

The Columbia Research Enhanced Core ETF (RECS) is designed to track the performance of a rules-based index that selects a subset of companies from the Russell 1000® Index. The fund invests at least 80% of its assets in the securities of this index, which focuses on U.S. large- and mid-cap companies. By applying a systematic methodology, the index aims to balance growth and value exposures, typically holding between 325 to 400 companies. This range can vary as the index does not impose a fixed limit on the number of holdings.

RECS is structured as a large blend ETF, meaning it combines both growth and value stocks within the large-cap space. The fund’s market capitalization is approximately $1.895 billion, and it is listed on the NYSE ARCA under the ticker symbol RECS. While the fund does not explicitly target a specific P/E, P/B, or P/S ratio, its rules-based approach ensures diversification across sectors and companies. The expense ratio is designed to be competitive within its category, making it accessible for investors seeking broad exposure to U.S. equities with a systematic twist.

For investors and fund managers, RECS offers a transparent and cost-effective way to gain exposure to a diversified portfolio of U.S. large- and mid-cap companies. The fund’s rules-based methodology eliminates emotional decision-making, ensuring consistency in its investment approach. This makes it a potential core holding for portfolios seeking balanced exposure to growth and value styles within the large-cap universe.