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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.

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Morningstar Manager Research

Summary

The portfolio maintains a 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 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

4.82 2.4 Mil
Energy

JPMorgan Chase & Co

4.79 2.4 Mil
Financial Services

Johnson & Johnson

4.05 2.0 Mil
Healthcare

Procter & Gamble Co

3.75 1.9 Mil
Consumer Defensive

Bank of America Corp

3.23 1.6 Mil
Financial Services

Cisco Systems Inc

2.67 1.3 Mil
Technology

Wells Fargo & Co

2.66 1.3 Mil
Financial Services

Financial Select Sector SPDR® ETF

2.07 1.0 Mil
—

Citigroup Inc

1.49 754,838
Financial Services

Oracle Corp

1.42 717,686
Technology