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- Upturn Summary
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Upturn AI Summary
Columbia Research Enhanced Mid Cap ETF(REMC)
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 REMC
10/28/2026: REMC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
REMC provides active exposure to the U.S. mid-cap equity market using a quantitative, research-enhanced strategy designed to outperform the Russell Midcap Index. Its primary strengths lie in the potential for alpha generation and the professional management of Columbia Threadneedle, though it carries higher costs than passive peers. It is best used as a core or satellite holding in an equity-focused portfolio. Investors should monitor market conditions and the effectiveness of the underlying factors. It is generally well-suited for investors willing to accept mid-cap market risk in exchange for potential active market-beating performance.
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 focuses on mid-cap companies which often possess significant growth potential. |
| Momentum investor | Strong fit while signal remains positive | The investment strategy incorporates momentum factors, making it suitable when market trends are favorable. |
| Value investor | Mixed fit | While it seeks valuation tilts, it is not a pure-play value fund. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than high current income. |
| Low-risk investor | Weak fit | Mid-cap equities naturally involve higher volatility compared to large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to mid-cap equities who believe that a quantitative, research-enhanced strategy can add value over time.
Suitability
Best suited for long-term investors looking for a core mid-cap component with the potential for active outperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically exhibit higher price swings than large-cap stocks. |
| Market risk | High | General declines in the equity market will negatively impact the fund's performance. |
| Concentration | Medium | While diversified, sector weights may drift based on the active strategy. |
| Tracking/expense | Medium | Active management adds complexity and potential for tracking error against the benchmark. |
| Liquidity | Medium | Lower trading volume compared to major benchmarks can result in wider spreads. |
| Business/sector quality | Medium | The fund relies on the quality of underlying mid-cap businesses which can be sensitive to economic cycles. |
Risk Analysis
Volatility
REMC tends to have volatility characteristics similar to the Russell Midcap Index, with the potential for slight deviations based on active factor tilts.
Market Risk
As an equity-focused ETF, the fund is subject to systematic market risk where broad economic downturns will impact its holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equity Securities | 98.5 | This provides core exposure to the mid-cap segment of the U.S. stock market. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minor cash holdings are maintained for liquidity and operational purposes. |
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 6.63% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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