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Columbia Research Enhanced Value ETF REVS

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

Morningstar’s Analysis REVS

Will REVS 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 REVS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Research Enhanced Value ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings REVS

More REVS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.77 1.9 Mil
Financial Services

Exxon Mobil Corp

4.44 1.8 Mil
Energy

Johnson & Johnson

4.04 1.6 Mil
Healthcare

Procter & Gamble Co

3.75 1.5 Mil
Consumer Defensive

Bank of America Corp

3.26 1.3 Mil
Financial Services

Cisco Systems Inc

2.74 1.1 Mil
Technology

Wells Fargo & Co

2.65 1.1 Mil
Financial Services

Financial Select Sector SPDR® ETF

2.09 842,455
—

Citigroup Inc

1.49 599,363
Financial Services

Oracle Corp

1.42 574,450
Technology