XCEM

Columbia EM Core ex-China ETF
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

XCEM Fund Description

The Columbia EM Core ex-China ETF provides broad equity exposure to emerging markets excluding China

XCEM Factset Analytics Insight

XCEM tracks an index of emerging market companies outside of mainland China and Hong Kong. The fund is meant for those who would like to have more precise control over their portfolio allocation to Chinese equities (or for EM investors who simply wish to avoid China). By investing in China separately from other emerging markets investors can dial up or down their exposure to the country. In addition, they can decide which of the many types of Chinese shares are used to achieve their goal. XCEM’s expense ratio is quite competitive in the context of emerging market funds. However, the new fund finds itself in a crowded segment and faces a challenge in gathering assets. XCEM’s unique geographic exposure is likely to be of help here, as it clearly distinguishes it from other competitors. At the same time, the exclusion of China all but ensures that the fund will not fit well with our all-inclusive benchmark.

Prior to Oct. 19, 2016 the fund had a different fund name and index name reflecting EGShares as issuer and index provider. Columbia acquired EGShares on Sept. 1 2016 and made no changes to the fund regarding ticker, index methodology, or exposure.

XCEM MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of November 21, 2017 the Columbia EM Core ex-China ETF MSCI ESG Fund Quality Score is 5.10 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. XCEM ranks in the 86th percentile within its peer group and in the 38th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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XCEM Top 10 Countries View All

XCEM Top 10 Sectors

XCEM Top 10 Holdings View All

XCEM Summary Data

Columbia
09/02/15
Open-Ended Fund
0.35%
$10.05M
$26.27K
1.13%

XCEM Portfolio Data

$56.57B
15.29
1.62
0.98%
N/A
101

XCEM Index Data

Market Cap
Market Cap
MSCI Emerging Markets Investable Market Index

Related ETFs to XCEM

VWO, EEM, IEMG, SCHE, GMM
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

XCEM Portfolio Management

0.35%
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--
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XCEM Tax Exposures

20% / 39.6%
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Qualified dividends
No

XCEM Fund Structure

Open-Ended Fund
No
No
N/A
N/A
N/A
High
Daily
Bats Book Viewer
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LAST 10 TRADES
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Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

XCEM Factset Analytics Block Liquidity

As of 11/22/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of XCEM. XCEM is rated a 4 out of 5.

XCEM Tradability

804
$26.27K
361
$16.35K
1.13%
$0.32
0.71%
2.54% / -1.61%
None
34%
50,000
0.01
0.14%
0.12%
--
$28.89
4

XCEM Sector/Industry BreakdownView All

XCEMSegment Benchmark
25.47% 28.09%
27.95% 20.48%
6.66% 10.03%
9.00% 9.39%
7.27% 9.17%
6.32% 4.57%
2.78% 2.45%
2.83% 1.86%

XCEM Geographic Exposure

XCEMSegment Benchmark
14.95% 18.29%
7.33% 14.22%
8.89% 11.42%
5.90% 8.71%
3.39% 5.52%
2.45% 5.04%
2.40% 4.11%
3.05% 3.82%

XCEMSegment Benchmark
71.95% 61.07%
12.74% 21.13%
6.46% 9.09%
7.33% 8.71%
1.52% --
50.77% / 49.23% 35.87% / 64.13%

XCEM Performance Statistics

0.83
1
1.06
1
0.26%
MSCI Emerging Markets Investable Market Index

XCEM MSCI ESG Ratings

5.1 / 10
85.97
37.68
3.43%
2.62%
405.66

XCEM BENCHMARK COMPARISON

    XCEM
    101 Holdings
    Segment Benchmark
    2645 Constituents
    Shared Holdings
    98 (Count)
     
    28.90% (Weight)
XCEMSegment Benchmark
57.68% 73.43%
27.64% 24.47%
12.02% 2.10%
2.66% 0.00%
2.26% 2.25%
Low Low