CRED
Columbia Research Enhanced Real Estate ETF
CRED tracks an index comprised of US REITs. The strategy is based on a multi-factor criteria evaluated by Columbia Threadneedle and Lionstone Investments.
US
EQUITY
Passive
MANAGEMENT STYLE
3.2 M
ASSETS UNDER MGMT
33 bp
EXPENSES
Fund Basics
| Fund sponsor | Ameriprise Financial |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | Apr 26, 2023 |
| Assets (mns) | $3 |
| Expense ratio | 33 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Quarterly |
| Taxation | 1099 |
| Stock selection | Multi-Factor |
| Weighting | Multi-Factor |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| AMERICAN TOWER CORP-CL A | 11.7 % |
| SIMON PROPERTY GROUP INC | 8.3 % |
| EQUINIX INC | 7.3 % |
| CROWN CASTLE INTL CORP | 6.8 % |
| REALTY INCOME CORP | 6.2 % |
| DIGITAL REALTY TRUST INC | 5.6 % |
| MID-AMERICA APARTMENT COMM | 3.7 % |
| AVALONBAY COMMUNITIES INC | 3.5 % |
| INVITATION HOMES, INC. | 2.9 % |
| IRON MOUNTAIN INC | 2.9 % |
Constituent Breakdown
| Number of holdings | 72 |
| Herfindahl-Hirschman Index | 0 |
| Wgt avg mkt cap (mns) | $35,151 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 101.3% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 101.3 % |
Historical Performance
Standardized Performance (as of 02/28/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.2% | 5.6% | -- | -- | -- | -- | -- | 6.7% |
| Dividend Yield | 0.0% | 2.3% | -- | -- | -- | -- | -- | 3.0% |
| Total Returns | 2.2% | 7.9% | -- | -- | -- | -- | -- | 9.7% | Ann. Volatility | 16.0% | 16.8% | -- | -- | -- | -- | -- | 18.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.26 | 63% |
| MSCI EAFE | 1.11 | 62% |
| MSCI Emg Mkts | 1.14 | 52% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.39% |
Technical Indicators
| Recent close | $21.65 |
| 30d moving avg. | $21.65 |
| Annualized volatility | 20.3% |
| Relative strength (RSI) | 51 |
| Short interest | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. |
Expenses vs. |
ALTAR Score™ vs. |
|---|
Risk and Returns: vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | ||||
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/11/2025
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may be less relevant.
ALTAR Score™
0.0%
Cat. Avg
6.1%
ALTAR Score™ Calculation
Category Overview
There are 930 funds in the US Equity category, with an average ALTAR Score™
of 6.1% and a standard deviation of
2.3%. 's ALTAR Score™ is approximately
0.0 standard deviations
below
the category average. This places in the percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
CREDSELL
U/W
HOLD
O/W
BUY
Expense Analysis
| Peer Group | Passive US Equity ETFs |
| # of ETFs | 192 |
| Avg. Expense Ratio | 31.0 bp |
| Std. Deviation | 25.7 bp |
| (33 bp) Percentile rank | 53 |
Peer Group Expense Ratio Distribution
Total Cost of Ownership (TCO) Comparison
| Expense (bp) (A) |
Avg. Bid/Ask (bp) (B) |
TCO (bp) (A)+(B) |
|
|---|---|---|---|
| 33.0 | 0.0 | 33 | |
| Peer Avg. | 43.5 | 16.4 | 59.8 |
For a detailed cost analysis of this and any other ETF use the TCO Comparison Tool .