Morningstar

Columbia International Equity Income ETF INEQ

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

Morningstar’s Analysis INEQ

Will INEQ outperform in the 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 INEQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INEQ 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 INEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Intl Equ Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings INEQ

More INEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UniCredit SpA

5.12 4M
Financial Services

DBS Group Holdings Ltd

4.95 4M
Financial Services

Shell PLC

4.33 4M
Energy

BHP Group Ltd

4.13 4M
Basic Materials

Deutsche Telekom AG

4.08 3M
Communication Services

TotalEnergies SE

3.90 3M
Energy

Anheuser Busch Inbev Sa/Nv Common Stock

3.27 3M
—

Munchener Ruckversicherungs-Gesellschaft AG

3.27 3M
Financial Services

NatWest Group PLC

3.11 3M
Financial Services

Vinci SA

3.02 3M
Industrials

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