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 Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 01/23/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
REVS 1.15% 7.17% 1.10% -- -- -- --
REVS (NAV) 1.20% 7.58% 1.05% -- -- -- --
Beta Advantage Research Enhanced U.S. Value Index 1.17% 7.26% 1.03% 20.12% 11.24% 9.67% --
MSCI USA Large Cap Value 0.86% 7.44% 0.75% 20.24% 10.97% 9.41% 11.92%
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%
$5.37M
$1.87K
0.19%

REVS Portfolio Data

$132.54B
18.85
2.23
--
N/A
277

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
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

REVS Factset Analytics Block Liquidity

As of 01/24/20
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

107
$1.87K
99
0
0.19%
$0.04
0.04%
0.21% / -0.12%
None
100.00%
50,000
0.00
0.05%
--
0
$21.48
N/A

REVS Sector/Industry Breakdown


REVS
Segment Benchmark
29.57%
25.25%
12.45%
16.55%
9.70%
13.53%
9.02%
8.53%
8.45%
7.29%
8.32%
8.24%
6.38%
5.78%
6.25%
8.10%
5.38%
4.49%
4.46%
2.24%

REVS Top 10 Holdings[View All]

AT&T Inc. 3.10%
32.67%

REVS Countries


REVS
Segment Benchmark
100.00%
100.00%

REVS Regions


REVS
Segment Benchmark
100.00%
100.00%

REVS Economic Development


REVS
Segment Benchmark
100.00%
100.00%

REVS Performance Statistics

--
--
--
--
0.00%
MSCI USA Large Cap Value

REVS Benchmark Comparison Holdings

277
191
101
49.28%

REVS Benchmark Comparison Summary


REVS
Segment Benchmark
277
191
$132.54B
$161.69B
18.85
19.48
2.23
2.36
2.69%
2.78%
Low
Low

REVS Benchmark Comparison Market Cap Size


REVS
Segment Benchmark
85.62%
99.89%
13.87%
0.11%
0.51%
0.00%
0.00%
0.00%