Morningstar

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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.86 31M
Technology

Microsoft Corp

7.72 27M
Technology

Bank of America Corp

3.41 12M
Financial Services

Chevron Corp

2.91 10M
Energy

Meta Platforms Inc Class A

2.39 8M
Communication Services

Altria Group Inc

2.25 8M
Consumer Defensive

Citigroup Inc

1.87 6M
Financial Services

Bristol-Myers Squibb Co

1.75 6M
Healthcare

Cisco Systems Inc

1.62 6M
Technology

Charles Schwab Corp

1.56 5M
Financial Services

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