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NJNK
Upturn stock ratingUpturn stock rating

Columbia ETF Trust I (NJNK)

Upturn stock ratingUpturn stock rating
$20.02
Delayed price
Profit since last BUY0.3%
upturn advisory
Consider higher Upturn Star rating
BUY since 13 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

02/10/2025: NJNK (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 0.3%
Avg. Invested days 13
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/10/2025

Key Highlights

Volume (30-day avg) 256
Beta -
52 Weeks Range 19.46 - 20.04
Updated Date 04/1/2025
52 Weeks Range 19.46 - 20.04
Updated Date 04/1/2025

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Columbia ETF Trust I

stock logo

ETF Overview

overview logo Overview

Columbia ETF Trust I encompasses a range of ETFs, each with a distinct investment focus. These ETFs may target specific sectors, follow particular indices, or employ active management strategies to achieve their investment objectives.

reliability logo Reputation and Reliability

Columbia Threadneedle Investments is a well-established global asset manager with a long history in the financial industry.

reliability logo Management Expertise

Columbia Threadneedle boasts a team of experienced investment professionals with expertise across various asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Columbia ETF Trust I. Goals may include capital appreciation, income generation, or tracking a specific market benchmark.

Investment Approach and Strategy

Strategy: The strategy differs among ETFs within the Trust. Some track market indices (passive), while others use active management to outperform.

Composition The asset composition varies significantly depending on the individual ETF's investment mandate. Compositions include stocks, bonds, commodities, and mixed asset allocations.

Market Position

Market Share: Varies widely depending on the individual ETF within Columbia ETF Trust I. Some have significant market share in their respective segments, while others are more niche.

Total Net Assets (AUM): Varies widely depending on the individual ETF within Columbia ETF Trust I. Ranges from millions to billions of USD.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • QQQ
  • VTI

Competitive Landscape

The ETF industry is highly competitive, with many providers offering similar products. Columbia ETF Trust I faces competition from larger ETF providers with greater brand recognition and economies of scale. Advantages may include specialized investment strategies or niche market focuses. Disadvantages can be lower liquidity and higher expense ratios compared to larger, more established ETFs.

Financial Performance

Historical Performance: Historical performance varies significantly depending on the specific ETF. Data needs to be checked for each specific fund for numerical output. See the source links below for more details.

Benchmark Comparison: Benchmark comparisons vary based on the ETF. Each specific ETF benchmark comparison should be checked. See the source links below for more details.

Expense Ratio: Expense ratios vary across the different ETFs within the Trust. Check specific fund fact sheets.

Liquidity

Average Trading Volume

Average trading volume varies significantly across the ETFs within Columbia ETF Trust I, depending on their size and investor interest, requiring individual assessment.

Bid-Ask Spread

The bid-ask spread varies depending on the specific ETF's trading volume and liquidity, impacting the cost of trading.

Market Dynamics

Market Environment Factors

Economic indicators, sector-specific growth prospects, interest rates, and overall market sentiment all impact the performance of Columbia ETF Trust I funds.

Growth Trajectory

Growth trajectories differ among the ETFs. Trends are influenced by investor demand for specific asset classes or investment strategies, changes in market conditions, and fund manager performance.

Moat and Competitive Advantages

Competitive Edge

Columbia ETF Trust I's competitive edge arises from specialized investment strategies and diverse product range. Their active management strategies can offer potential outperformance. A niche market focus and strong distribution network can create advantages. Strong brand recognition and robust risk management contribute to a competitive advantage. Some of their strategies might offer superior risk-adjusted returns.

Risk Analysis

Volatility

Volatility differs depending on the specific ETF within Columbia ETF Trust I. Asset class and investment strategy drive volatility.

Market Risk

Market risks vary based on underlying assets. Equity ETFs are subject to equity market risk. Fixed-income ETFs are subject to interest rate risk and credit risk. Sector-specific ETFs are exposed to sector-specific risks.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF. It includes investors seeking exposure to particular sectors or asset classes. It can also be suitable for those seeking actively managed strategies or income generation.

Market Risk

Suitability depends on the ETF's investment objective. Some ETFs are best for long-term investors. Others are suitable for active traders or passive index followers, depending on their underlying strategy.

Summary

Columbia ETF Trust I is a diverse collection of ETFs offered by Columbia Threadneedle Investments. Each ETF has a unique investment objective and targets specific sectors or asset classes. Performance and risk profiles vary significantly across the Trust, requiring careful evaluation by potential investors. Investors should check individual fund fact sheets prior to investment. Columbia ETF Trust I provides options for both passive and active investment strategies.

Similar Companies

  • IWB
  • ITOT
  • SCHX
  • DIA
  • VOO

Sources and Disclaimers

Data Sources:

  • Columbia Threadneedle Investments Website
  • ETF.com
  • Morningstar
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions. Market share data are estimates and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Columbia ETF Trust I

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high-yield debt instruments (commonly referred to as "junk" bonds) issued by U.S. companies. The fund is non-diversified.

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