Columbia Research Enhanced Value ETF (REVS)
23.54
+0.23
(+0.99%)
USD |
NYSEARCA |
May 09, 16:00
23.48
-0.06
(-0.25%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.19% | 0.04% | 50.59M | 27412.13 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.29% | 76.00% | 26.79M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value TR USD |
| Global Category Name | US Equity Large Cap Value |
| YCharts Categorization | US Large Cap Value |
| YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Columbia Threadneedle |
| Prospectus Benchmark Index | |
| Beta Advantage RE US Value TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Christopher Lo | 4.60 yrs |
| Jason Wang | 4.60 yrs |
| Henry Hom | 0.80 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value TR USD |
| Global Category Name | US Equity Large Cap Value |
| YCharts Categorization | US Large Cap Value |
| YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Columbia Threadneedle |
| Prospectus Benchmark Index | |
| Beta Advantage RE US Value TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Christopher Lo | 4.60 yrs |
| Jason Wang | 4.60 yrs |
| Henry Hom | 0.80 yrs |