ETF Evaluator:
Columbia Research Enhanced Cor PrmIncETF (RECI)
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Best Performing in Large Blend Over the Last Year
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ETF Details
Columbia Research Enhanced Cor PrmIncETF Overview
Columbia Research Enhanced Cor PrmIncETF (RECI) is an actively managed U.S. Equity Large Blend exchange-traded fund (ETF). Columbia Threadneedle launched the ETF in 2026.
The investment seeks high income, with a secondary objective of capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities included in the Base Equity Portfolio Index or any Options Index, as well as any derivative instruments relating to these indexes or their constituents. It is non-diversified.
About Columbia Research Enhanced Cor PrmIncETF (RECI)
There are 5 members of the management team with an average tenure of 0.05 years: Christopher Lo (2026), Brian Virginia (2026), Corey Lorenzen (2026), Jason Wang (2026) and Henry Hom (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: Russell 1000 TR USD index with a weighting of 100% and ICE BofA 0-3 M US Trsy Bill TR USD index with a weighting of 100%. Columbia Research Enhanced Cor PrmIncETF has 360 securities in its portfolio. The top 10 holdings constitute 51.8% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
Columbia Research Enhanced Cor PrmIncETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Columbia Research Enhanced Cor PrmIncETF has 0.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 79.1% There is 0.3% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Columbia Research Enhanced Cor PrmIncETF has 20.6% of the portfolio in cash.
Assets Under Management
The fund has $9 million in total assets, which is below the $13 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
RECI Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Columbia Research Enhanced Cor PrmIncETF expense ratio is below average compared to funds in the Large Blend category. Columbia Research Enhanced Cor PrmIncETF has an expense ratio of 0.30%, which is 28% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Columbia Research Enhanced Cor PrmIncETF has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 158% for the Large Blend category.
Recently, in the month of July 2026, Columbia Research Enhanced Cor PrmIncETF returned 0.0%, which earned it a grade of NA, as the Large Blend category had an average return of -0.8%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
Columbia Research Enhanced Cor PrmIncETF has a trailing yield of 0.00%, which is below the 1.16% category average.
The fund normally distributes its income monthly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
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RECI Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| RECI Return (NAV) | na | na | na | na | na | na |
| RECI Return (Price) | na | na | na | na | na | na |
| NAV +/- Price Return | na | na | na | na | na | na |
| Large Blend Avg | -0.8% | 3.7% | 17.5% | 17.4% | 11.2% | 13.6% |
| RECI Grade (NAV) | na | na | na | na | na | na |
| +/- Category (NAV) | na | na | na | na | na | na |
| RECI Tax-Cost Ratio | na | na | na | na | na | na |
RECI Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| RECI Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| RECI Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Large Blend Avg | 9.5% | 15.3% | 21.9% | 22.9% | -17.1% | 26.9% | 18.3% | 29.6% | -5.1% | 21.5% | 11.4% |
| RECI Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 10 Mil |
| Share Class Assets: | $ 10 Mil |
| Turnover: | na |
| Expense Ratio: | 0.30% |
| Index Fund: | No |
| Index Tracked: | Russell 1000 TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Monthly |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 0.1 years | |||
| Average Tenure: 0.1 years | |||
| Managers (Year): Lo Christopher (2026), Virginia Brian (2026), Lorenzen Corey (2026), Wang Jason (2026), Hom Henry (2026) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 360 |
| % in Top 10 Holdings: | 51.8% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.3% |
Portfolio Allocation |
|
| Domestic Stock: | 79.1% |
| Foreign Stock: | 0.3% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 20.6% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Columbia Threadneedle |
| Phone Number: | 800-426-3750 |
| Website: | |
| Inception Date: | July 14, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.30% (Rating: Below Avg) |
| Category Average Expense Ratio (%): | 0.41% |
