Columbia ETF Trust I Columbia Research Enhanced Real Estate ETFColumbia ETF Trust I Columbia Research Enhanced Real Estate ETFColumbia ETF Trust I Columbia Research Enhanced Real Estate ETF

Columbia ETF Trust I Columbia Research Enhanced Real Estate ETF

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪3.24 M‬USD
Fund flows (1Y)
‪−2.06 M‬USD
Dividend yield (indicated)
3.07%
Discount/Premium to NAV
0.8%

About Columbia ETF Trust I Columbia Research Enhanced Real Estate ETF

Issuer
Ameriprise Financial, Inc.
Brand
Columbia
Expense ratio
0.33%
Inception date
Apr 26, 2023
Index tracked
Beta Advantage Lionstone Research Enhanced REIT Index - Benchmark TR Gross
Management style
Passive
CRED attempts to capture a highly liquid portfolio of US-listed REITs built by the adviser and its subsidiary. The investment process begins with the broad universe of publicly traded REIT companies. Columbia applies a multi-factor quantitative investment model that rates companies based on quality, value and catalyst. Companies that score in the bottom 35% are excluded from further evaluation. Securities remaining are ranked based on liquidity, narrowing down the universe to the top 75%. Lionstone Investments then assesses an exposure score multiplier (LES), which is based on the percentage of assets each REIT holds located within Lionstone's favored markets. These markets are US cities and regions evaluated based on their local real estate market's growth potential, combined with secular and cyclical trends such as employment, demographics, and migration. The portfolio holds 70-90 REITs, weighted based on their market capitalization summed with their LES and 12-month forward dividend yield multipliers. The index is reconstituted annually in March.

Classification

Asset Class
Equity
Category
Sector
Focus
Real estate
Niche
REITs
Strategy
Multi-factor
Weighting scheme
Multi-factor
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy