REFA - ETF AI Analysis
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Columbia Research Enhanced International Equity ETF (REFA)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Global Companies in Top Holdings
Several of the largest positions, such as ASML, BHP, Siemens Energy, and Mitsubishi, have delivered strong year-to-date results that support the fund’s overall performance.
Broad International Diversification
Holdings spread across major markets like Japan, the UK, Germany, France, and Australia help reduce the impact of weakness in any single country.
Negative Factors
Mixed Performance Among Top Holdings
Some key positions, including Roche, Hitachi, and Sony, have shown weak year-to-date performance, which can drag on the fund’s returns.
Heavy Tilt Toward Japan
A large allocation to Japan means the fund is especially sensitive to economic and market conditions in that country.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may be higher than those of the cheapest international index ETFs.
REFA vs. SPDR S&P 500 ETF (SPY)
AUM5.72M
RegionDeveloped Markets
Expense Ratio0.32%
Beta0.84
IssuerColumbia
Inception DateDec 11, 2025
Dividend Yield0.03%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced International Equity Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8
30 Day Avg. Volume159
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
25.40Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering209
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REFA Summary
The Columbia Research Enhanced International Equity ETF (REFA) is an international stock fund that follows the Beta Advantage Research Enhanced International Equity Index. It invests in a wide mix of companies outside the U.S., including large names like ASML Holding and Sony, spread across countries such as Japan, the UK, and Germany. This ETF can appeal to investors who want global diversification and long-term growth potential, without having to pick individual foreign stocks. A key risk is that international markets can be volatile and affected by currency swings, so the value of the ETF can go up and down significantly over time.
How much will it cost me?This ETF has an annual expense ratio of 0.32%, which means you’ll pay about $3.20 per year for every $1,000 you invest. Its cost is a bit higher than many plain-vanilla index ETFs because it uses a research-enhanced, actively influenced strategy rather than purely tracking a basic market index.
What would affect this ETF?REFA could benefit if global growth outside North America stays healthy, especially in Europe and Asia, which would support its industrial, health care, and technology holdings like ASML, Novartis, and Sony, and if stable or falling interest rates make international stocks more attractive. On the downside, slower economic conditions in developed markets, rising rates, currency swings versus the U.S. dollar, or new regulations affecting big exporters, energy companies like Shell, or miners like BHP could weigh on the fund’s performance.
REFA Top 10 Holdings
REFA’s story is being written largely by its international tech and industrial champions. ASML and Tokyo Electron have been rising sharply, giving the fund a strong tailwind from the semiconductor boom, while consumer name Fast Retailing is also adding some welcome lift. On the flip side, health care giants Roche and, more recently, Novartis have been more mixed, occasionally losing steam and muting some of those gains. With a clear tilt toward developed markets outside North America and notable exposure to Europe and Japan, this ETF is very much a play on non-U.S. blue chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.94% | $223.88K | €624.32B | 122.09% | 76 Outperform | |
| Roche Holding AG | 3.12% | $177.46K | $337.33B | 25.57% | 73 Outperform | |
| Novartis AG | 3.01% | $171.34K | CHF233.53B | 28.16% | 80 Outperform | |
| BHP Group Ltd | 2.91% | $165.26K | AU$307.38B | 65.14% | 68 Neutral | |
| Tokyo Electron | 2.39% | $135.88K | ¥33.27T | 147.92% | 73 Outperform | |
| HSBC Holdings | 2.26% | $128.70K | £249.33B | 62.95% | 80 Outperform | |
| Hitachi,Ltd. | 2.24% | $127.56K | ¥20.87T | 3.74% | 77 Outperform | |
| Siemens Energy | 1.97% | $112.14K | €143.23B | 65.32% | 72 Outperform | |
| SAFRAN SA | 1.95% | $110.77K | €148.71B | 30.20% | 67 Neutral | |
| FAST RETAILING CO | 1.80% | $102.23K | ¥26.56T | 59.12% | 74 Outperform |
REFA Technical Analysis
Positive
―
Price Trends
22.19
Positive
21.98
Positive
Market Momentum
0.16
Negative
55.71
Neutral
87.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REFA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.48, equal to the 50-day MA of 22.19, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.16 indicates Negative momentum. The RSI at 55.71 is Neutral, neither overbought nor oversold. The STOCH value of 87.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REFA.
REFA Peer Comparison
Comparison Results
Performance Comparison
REFA
Columbia Research Enhanced International Equity ETF
22.74
2.49
12.30%
QUIZ
Zacks Quality International ETF
―
―
―
EASG
Xtrackers MSCI EAFE ESG Leaders Equity ETF
―
―
―
JIDE
JPMorgan International Dynamic ETF
―
―
―
TACN
T. Rowe Price Active Core International Equity ETF
―
―
―
PQNT
Pictet AI Enhanced International Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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