Summary
Columbia Research Enhanced Mid Cap ETF is an ETF - a fund traded on an exchange like a stock - run by Columbia Threadneedle. Positions inside: 281. The ten largest make up 16% of the fund.
- Yearly costs
- 0.32%
- Fund size
- $5.80M
- Positions
- 281
- Running since
- 2025
What speaks for it
- Costs of 0.32% a year are below the middle of comparable funds (0.44%).
- Widely spread: the ten largest positions make up only 16% of the fund.
What to watch
- 97% of the fund is in one country (United States).
- A young fund: it has been running only since 2025.
- A small fund with $5.80M under management; small funds get closed more often.
- It trades little: only about $27.4K changes hands a day.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +0.7%
- 3 months
- +1.7%
- This year
- +14%
- Avg. market cap
- $51.5B
- P/E
- 19.7x
- Forward P/E
- 16.1x
- P/S
- 1.2x
- P/B
- 3.3x
- P/FCF
- 14.6x
- EV/EBITDA
- 13.8x
- Dividend yield
- 1.50%
- ROIC
- 10.2%
- ROE
- 23.8%
- Gross margin
- 44.1%
- Operating margin
- 13.5%
- Net margin
- 11.5%
- Payout ratio
- 29.7%
- Net debt/EBITDA
- 1.7x
- Beta
- 0.54
Weighted average of the 50 largest companies, which make up 46% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Widely spread- 1 PSPhillips 66 PSX 2.9%
- 2 SNSnowflake SNOW 2.0%
- 3 DDDatadog DDOG 1.5%
- 4 OXOccidental Petroleum OXY 1.5%
- 5 SPSimon Property Group, Inc. SPG 1.5%
- 6 ALLSTATE CORP/THE 1.4%
- 7 CACardinal Health CAH 1.3%
- 8 FIComfort Systems USA FIX 1.3%
- 9 ANAngloGold Ashanti Plc ANG.JO 1.3%
- 10 DADelta Air Lines DAL 1.2%
Positions in the fund: 281. The ten largest make up 16% of it.
Composition as of Oct 18, 2026.
Where is it spread?
One countryBy country
- United States 97%
- United Kingdom 1.0%
- Bermuda 0.7%
- Ireland 0.3%
- Other countries 0.6%
By company size
- Large cap 86%
- Mid cap 14%
- Small cap 0.10%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M. Counted from the companies that make up 94% of the fund.
Largest country: United States (97%). Largest size group: Large cap (86%).
What does it cost me?
Cheap- A year from $10,000
- $32.00
- Over 20 years
- $1,571
From every $10,000 invested the fund takes $32.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $1,571.
How has it done?
- Deepest drop
- -6.7%
- Yearly volatility
- 12%
It has traded for less than a year, too short to judge.
Does it pay dividends?
We have no record of payments from this fund.
Is it easy to buy and sell?
It trades little- Traded a day
- $27.4K
- Shares a day
- 1.2K
On an average day about $27.4K of the fund changes hands.
How expensive are the companies inside?
Usual valuation- P/E of the companies inside
- 19.7
- Average Bulios Score
- 63 out of 100
Weight by Bulios Fair Price
- Undervalued 27%
- Fairly valued 7.0%
- Overvalued 66%
On average the companies inside trade for 19.7 times their yearly profit. By Fair Price, 66% of the rated weight comes out as overvalued.
Counted from its largest companies (50), which make up 46% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Similar funds
Funds that hold much of the same. The overlap says how much of their weight they share with this fund.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
AV AVMC Avantis U.S. Mid Cap Equity ETF | United States | 0.18% | $312.9M | +13% | Pays out | 34% |
FS FSMDX Fidelity Mid Cap Index· mutual fund | - | - | $50.5B | +14% | Pays out | 33% |
IW IWR iShares Russell Mid-Cap ETF | United States | 0.18% | $56.3B | +14% | Pays out | 33% |
FM FMDE Fidelity Enhanced Mid Cap ETF | United States | 0.23% | $8.09B | +16% | Pays out | 32% |
CV CVMC Calvert US Mid-Cap Core Responsible Index ETF | United States | 0.15% | $99.2M | +18% | Pays out | 32% |
RE REVS Columbia Research Enhanced Value ETF | United States | 0.20% | $383.6M | +22% | Pays out | 31% |