Key stats
About Columbia Research Enhanced Value ETF
Expense ratio
0.19%
Home page
Inception date
Sep 25, 2019
REVS aims to beat the Russell 1000 Value Index by subtraction. The fund tracks an index that starts with the Russell 1000 Value, then removes stocks that dont pass its quality, value and momentum screens on a sector by sector basis. (Fund docs offer little additional detail on the factor inputs.) Stocks that make the cut are market cap weighted, and sector weights are aligned with those of the Russell 1000 Value. In all, the fund aims to beat its bogey solely by stock de-selection while avoiding sector bets. A footnote: biotech stocks (if any) are not screened and therefore are proportionally included.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.