The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Columbia Research Enhanced Value ETF REVS
Morningstar’s Analysis REVS
Will REVS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 5.01 | 2.6 Mil | Financial Services |
Johnson & Johnson | 4.93 | 2.5 Mil | Healthcare |
Exxon Mobil Corp | 3.35 | 1.7 Mil | Energy |
Cisco Systems Inc | 3.15 | 1.6 Mil | Technology |
Bank of America Corp | 2.93 | 1.5 Mil | Financial Services |
Wells Fargo & Co | 2.25 | 1.1 Mil | Financial Services |
Philip Morris International Inc | 2.17 | 1.1 Mil | Consumer Defensive |
Chevron Corp | 1.76 | 897,321 | Energy |
Caterpillar Inc | 1.69 | 865,206 | Industrials |
Medtronic PLC | 1.42 | 726,633 | Healthcare |