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Columbia US ESG Equity Income ETF ESGS

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis ESGS

Will ESGS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESGS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia US ESG Equity Income ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESGS

More ESGS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

5.06 2.8 Mil
Energy

Bank of America Corp

4.59 2.6 Mil
Financial Services

Chevron Corp

4.56 2.6 Mil
Energy

Broadcom Inc

4.22 2.4 Mil
Technology

UnitedHealth Group Inc

4.10 2.3 Mil
Healthcare

The Home Depot Inc

4.05 2.3 Mil
Consumer Cyclical

Coca-Cola Co

4.01 2.2 Mil
Consumer Defensive

PepsiCo Inc

3.72 2.1 Mil
Consumer Defensive

Linde PLC

3.28 1.8 Mil
Basic Materials

Qualcomm Inc

2.75 1.5 Mil
Technology