REVS

Columbia Research Enhanced Value ETF
*Unless otherwise stated, data provided by FactSet.

REVS Fund Description

REVS tracks an index of US stocks pulled from the Russell 1000 Value Index. REVS’ index uses multifactor selection and market cap weighting.

REVS Factset Analytics Insight

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 don’t 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.

REVS MSCI ESG Analytics Insight

Columbia Research Enhanced Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.40 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Columbia Research Enhanced Value ETF ranks in the 72nd percentile within its peer group and in the 72nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

REVS Charts And Performance

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Total Return Chart (%)
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All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

REVS Summary Data

Columbia
09/25/19
Open-Ended Fund
0.19%
$4.48M
$309.55
0.42%

REVS Portfolio Data

$105.41B
13.00
1.41
--
12/21/20
274

REVS Index Data

Beta Advantage Research Enhanced U.S. Value Index
Market Cap
Multi-Factor
MSCI USA Large Cap Value

REVS Portfolio Management

0.19%
--
--
--

REVS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

REVS Fund Structure

Open-Ended Fund
No
--
N/A / N/A
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

REVS Factset Analytics Block Liquidity

As of 05/28/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of REVS. REVS is rated a N/A out of 5.

REVS Tradability

24
$309.55
0
0
0.42%
$0.07
0.02%
0.66% / -1.19%
None
100.00%
50,000
0
0.06%
--
0
$18.34
N/A

REVS Top 10 Holdings[View All]

0%

REVS Performance Statistics

0.99
1.05
1.03
1.07
0.29%
MSCI USA Large Cap Value

REVS MSCI ESG Ratings

6.40 / 10
72.31
72.00
12.14%
5.35%
347.01

REVS Benchmark Comparison Holdings

274
189
96
44.30%

REVS Benchmark Comparison Summary


REVS
Segment Benchmark
274
189
$105.41B
$128.87B
13.00
13.83
1.41
1.72
3.83%
3.84%
Low
Low

REVS Benchmark Comparison Market Cap Size


REVS
Segment Benchmark
81.47%
97.58%
16.09%
2.42%
2.39%
0.00%
0.05%
0.00%