Morningstar

Columbia US Equity Income ETF EQIN

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

Morningstar’s Analysis EQIN

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

  • People Pillar

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

Columbia US Equity Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQIN

More EQIN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Home Depot Inc

4.89 4.3 Mil
Consumer Cyclical

Exxon Mobil Corp

4.46 3.9 Mil
Energy

Broadcom Inc

4.46 3.9 Mil
Technology

UnitedHealth Group Inc

4.41 3.9 Mil
Healthcare

Coca-Cola Co

4.38 3.8 Mil
Consumer Defensive

Chevron Corp

4.03 3.5 Mil
Energy

PepsiCo Inc

3.36 2.9 Mil
Consumer Defensive

International Business Machines Corp

2.99 2.6 Mil
Technology

Caterpillar Inc

2.76 2.4 Mil
Industrials

Qualcomm Inc

2.74 2.4 Mil
Technology

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