The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Columbia Research Enhanced Value ETF REVS
Morningstar’s Analysis REVS
Will REVS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 4.87 | 2.4 Mil | Financial Services |
Exxon Mobil Corp | 4.74 | 2.4 Mil | Energy |
Johnson & Johnson | 4.00 | 2.0 Mil | Healthcare |
Procter & Gamble Co | 3.74 | 1.9 Mil | Consumer Defensive |
Bank of America Corp | 3.34 | 1.7 Mil | Financial Services |
Cisco Systems Inc | 2.64 | 1.3 Mil | Technology |
Wells Fargo & Co | 2.61 | 1.3 Mil | Financial Services |
Financial Select Sector SPDR® ETF | 2.20 | 1.1 Mil | — |
Oracle Corp | 1.54 | 770,282 | Technology |
Citigroup Inc | 1.50 | 747,841 | Financial Services |