CRED Profile
Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF is an actively managed exchange-traded fund (ETF) that aims to provide exposure to the U.S. real estate sector through a strategic beta approach. Under normal market conditions, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities that are components of its benchmark index. This index is designed to capture a broad spectrum of publicly listed U.S. real estate investment trusts (REITs).
The fund's index employs a rules-based strategic beta methodology to identify and invest in companies that are part of the FTSE Nareit All Equity REITs Index. This index represents a comprehensive measure of the performance of U.S. equity REITs, encompassing a diverse range of real estate sectors and property types. By focusing on this index, the fund aims to leverage a systematic approach to gain exposure to the real estate market, capturing the performance of established REITs across various sectors.
The strategic beta approach utilized by the fund aims to enhance investment returns by applying specific rules and criteria to select and weight REITs. This method goes beyond traditional market-cap weighting, allowing the fund to emphasize factors that may provide additional value and performance potential within the real estate sector. The ETF’s focus on a broad universe of REITs helps to diversify its exposure across different types of real estate investments.
Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF is suited for investors seeking targeted exposure to the U.S. real estate market with a focus on strategic beta enhancements. The fund's approach aims to provide a more refined investment experience by leveraging a comprehensive index of REITs and applying rules-based criteria to optimize performance. This strategy is designed to offer investors access to a diverse array of real estate investments while managing potential risks associated with market volatility.
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