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)
‪3.25 M‬USD
Fund flows (1Y)
Dividend yield (indicated)
3.31%
Discount/Premium to NAV
0.03%
Shares outstanding
‪150.05 K‬
Expense ratio
0.33%

About Columbia ETF Trust I Columbia Research Enhanced Real Estate ETF


Brand
Columbia
Inception date
Apr 26, 2023
Structure
Open-Ended Fund
Index tracked
Beta Advantage Research Enhanced REIT Index - Benchmark TR Gross
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Columbia Management Investment Advisers LLC
Distributor
ALPS Distributors, Inc.
CRED attempts to capture a highly liquid portfolio of US-listed REITs built by the adviser and its subsidiary. The investment process begins with a 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. Remaining securities are then ranked based on liquidity, narrowing to the top 75%. Lionstone Investments then assesses an exposure score multiplier (LES) based on the percentage of assets REITs held. These markets are US cities and regions evaluated by their local real estate market's growth potential and secular and cyclical trends, such as employment, demographics, and migration. The portfolio holds 70-90 REITs, weighted based on capitalization summed with their LES and 12-month forward dividend yield multipliers. Before March 31, 2025, CRED tracked the Beta Advantage Lionstone Research Enhanced REIT Index.

Classification


Asset Class
Equity
Category
Sector
Focus
Real estate
Niche
REITs
Strategy
Multi-factor
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Top 10 holdings
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
Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to CRED via country, focus, and more.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CRED trades at 21.69 USD today, its price has fallen −0.04% in the past 24 hours. Track more dynamics on CRED price chart.
CRED net asset value is 21.68 today — it's fallen 0.69% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
CRED assets under management is ‪3.25 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CRED price has fallen by −0.62% over the last month, and its yearly performance shows a 5.43% increase. See more dynamics on CRED price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −0.69% over the last month, have fallen by −0.69% over the last month, showed a −0.50% decrease in three-month performance and has increased by 5.09% in a year.
CRED fund flows account for 0.00 USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CRED invests in stocks. See more details in our Analysis section.
CRED expense ratio is 0.33%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CRED isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, CRED technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CRED shows the neutral signal. See more of CRED technicals for a more comprehensive analysis.
Yes, CRED pays dividends to its holders with the dividend yield of 3.31%.
CRED trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CRED shares are issued by Ameriprise Financial, Inc.
CRED follows the Beta Advantage Research Enhanced REIT Index - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 26, 2023.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.