Columbia Research Enhanced Value ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Research Enhanced Value ETF REVS
Morningstar’s Analysis REVS
Will REVS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Wells Fargo & Co | 3.90 | 8M | Financial Services |
Procter & Gamble Co | 3.66 | 7M | Consumer Defensive |
Exxon Mobil Corp | 3.41 | 7M | Energy |
Alphabet Inc Class A | 3.02 | 6M | Communication Services |
Cisco Systems Inc | 2.87 | 6M | Technology |
Alphabet Inc Class C | 2.46 | 5M | Communication Services |
Citigroup Inc | 2.28 | 4M | Financial Services |
Pfizer Inc | 2.25 | 4M | Healthcare |
Charles Schwab Corp | 2.13 | 4M | Financial Services |
S&P Global Inc | 1.91 | 4M | Financial Services |
United States