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Columbia ETF Trust I - Columbia Research Enhanced Core ETF(RECS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RECS
11/13/2026: RECS (3-star) is currently NOT-A-BUY. Pass it for now.
RECS is an actively managed ETF that seeks to outperform the S&P 500 using a quantitative multi-factor strategy. It provides core large-cap exposure while tilting the portfolio toward stocks with higher potential for returns based on quality and value. Its main strengths include a reasonable expense ratio, institutional issuer backing, and the potential to capture alpha through systematic selection. Key risks include the possibility of tracking error versus the benchmark and the dependence on factor performance during different market cycles. It is most suitable for long-term investors who desire a disciplined, active enhancement to their core equity holdings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund captures large-cap growth trends while applying systematic filters. |
| Momentum investor | Strong fit while signal remains positive | The strategy incorporates momentum factors to tilt the portfolio toward outperforming names. |
| Value investor | Strong fit | Value-based quantitative screening is a core component of the fund's selection process. |
| Dividend/Income investor | Mixed fit | While it holds large-cap dividend payers, it is not explicitly designed as an income-focused fund. |
| Low-risk investor | Mixed fit | The fund carries market risk similar to the broader S&P 500 despite its quantitative enhancements. |
Investor Profile
Ideal Investor Profile
Investors seeking core market exposure with a systematic 'alpha-seeking' tilt who are comfortable with active management risks.
Suitability
Best for long-term investors looking for a middle ground between purely passive indexing and concentrated active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund's volatility tracks closely with the broad U.S. equity market. |
| Market risk | High | As an equity fund, it is fully exposed to systemic market downturns. |
| Concentration | Medium | While diversified, the factor-tilt strategy may lead to sector deviations from the benchmark. |
| Tracking/expense | Low | Active strategies inherently include the risk of underperforming the benchmark index. |
| Liquidity | Low | Underlying large-cap holdings ensure robust liquidity for normal trading activity. |
| Business/sector quality | Medium | The strategy targets quality factors, which may underperform in speculative market environments. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
RECS exhibits volatility profile characteristic of the S&P 500, with minor deviations due to factor tilts.
Market Risk
The fund is subject to full equity market beta and the risks associated with the U.S. large-cap equity market environment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 98.5 | The fund holds a broad base of large-cap U.S. stocks similar to the S&P 500, ensuring core market exposure. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash balances are maintained to manage liquidity and facilitate daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 47.95% | Avg. Invested days 84 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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