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Columbia Research Enhanced Value ETF REVS

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings REVS

  • Current Portfolio Date
  • Equity Holdings 308
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.81
997,987
Financial Services
3.21
666,336
Energy
2.89
599,382
Consumer Defensive
2.79
579,964
Technology
2.58
535,699
Financial Services
2.23
461,997
Consumer Defensive
2.13
441,544
Healthcare
2.05
424,883
Healthcare
1.97
409,037
Financial Services
1.94
403,236
Energy