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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 least expensive 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 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.02 2.6 Mil
Financial Services

Johnson & Johnson

4.94 2.5 Mil
Healthcare

Exxon Mobil Corp

3.34 1.7 Mil
Energy

Cisco Systems Inc

3.16 1.6 Mil
Technology

Bank of America Corp

2.94 1.5 Mil
Financial Services

Wells Fargo & Co

2.26 1.2 Mil
Financial Services

Philip Morris International Inc

2.18 1.1 Mil
Consumer Defensive

Chevron Corp

1.76 897,550
Energy

Caterpillar Inc

1.68 857,748
Industrials

Medtronic PLC

1.43 728,516
Healthcare