(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 is constructed to represent U.S. large- and mid-cap companies across both growth and value segments. The index typically holds between 325-400 constituents, though this number can vary as it has no fixed limit on the number of holdings. This flexible approach allows the index to adapt to market conditions while maintaining its core objective of reflecting the performance of U.S. large- and mid-cap equities.

As of the latest data, RECS has an average 20-day volume of 748,700 shares, indicating moderate trading activity. The ETF is currently priced at $32.75, slightly above its 20-day SMA of $31.58 but below its 50-day SMA of $33.12 and 200-day SMA of $33.79. This suggests that the fund is currently in a consolidation phase, with short-term momentum slightly weakening compared to its longer-term trend. The Average True Range (ATR) of 0.93 reflects relatively low volatility, making it a stable choice for investors seeking exposure to large-cap U.S. equities with reduced price fluctuations.

With assets under management (AUM) of $2.219 billion, RECS is a mid-sized ETF, offering a balance between liquidity and diversification. Its focus on a rules-based index ensures a systematic approach to portfolio construction, reducing reliance on discretionary decisions. This structure appeals to investors seeking a low-maintenance, passive investment strategy that closely tracks the performance of U.S. large- and mid-cap companies.