RECS Profile
The Columbia Research Enhanced Core ETF is strategically designed to offer investors exposure to a diversified selection of U.S. large- and mid-cap growth and value companies. The fund invests at least 80% of its assets in the securities that constitute the underlying index. This index is a subset of the broader Russell 1000 Index and is specifically curated to capture a representative mix of growth and value stocks from large- and mid-cap sectors.
The index utilizes a rules-based methodology to reflect the performance of these U.S. companies, aiming to balance exposure between growth and value styles. The methodology ensures that the index remains responsive to market dynamics and investor needs by incorporating a diverse range of stocks. Typically, the index includes between 325 and 400 securities, although this number can vary as there are no rigid constraints on the number of holdings.
The ETF's investment approach focuses on a carefully selected subset of the Russell 1000 Index to enhance core equity exposure while maintaining a balanced allocation between growth and value sectors. This approach allows investors to gain access to a broad spectrum of leading U.S. companies, offering potential for capital appreciation and stability through diversified equity investments.
As an actively managed fund, the Columbia Research Enhanced Core ETF aims to optimize its portfolio based on extensive research and analysis, targeting securities that align with its core investment strategy. By leveraging a structured rules-based methodology, the fund seeks to deliver robust performance that reflects the underlying index's objectives, providing investors with a balanced and dynamic investment solution within the U.S. equity market.
|
