Key stats
About Columbia Research Enhanced Value ETF
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Inception date
Sep 25, 2019
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Columbia Management Investment Advisers LLC
Distributor
ALPS Distributors, Inc.
ISIN
US19761L8054
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.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
REVS trades at 28.02 USD today, its price has fallen −0.66% in the past 24 hours. Track more dynamics on REVS price chart.
REVS net asset value is 28.01 today — it's risen 1.30% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
REVS assets under management is 83.66 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
REVS price has risen by 1.15% over the last month, and its yearly performance shows a 10.34% increase. See more dynamics on REVS price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 1.30% over the last month, showed a 5.38% increase in three-month performance and has increased by 12.51% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 1.30% over the last month, showed a 5.38% increase in three-month performance and has increased by 12.51% in a year.
REVS fund flows account for 11.25 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
REVS invests in stocks. See more details in our Analysis section.
REVS expense ratio is 0.19%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, REVS isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, REVS technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating REVS shows the buy signal. See more of REVS technicals for a more comprehensive analysis.
Today, REVS technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating REVS shows the buy signal. See more of REVS technicals for a more comprehensive analysis.
Yes, REVS pays dividends to its holders with the dividend yield of 1.66%.
REVS trades at a premium (0.02%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
REVS shares are issued by Ameriprise Financial, Inc.
REVS follows the Beta Advantage Research Enhanced US Value Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 25, 2019.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.