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REVS - AI Analysis
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Columbia Research Enhanced Value ETF (REVS)
Rating:70Neutral
Price Target:
$31.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Alphabet, Caterpillar, and Morgan Stanley, have shown strong year-to-date performance, contributing positively to the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, allowing investors to keep more of their gains.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Technology, and Health Care, reducing the impact of a downturn in any single industry.
Negative Factors
Over-Concentration in U.S. Market
With over 95% of its geographic exposure in the U.S., the ETF lacks meaningful international diversification.
Underperforming Holdings
Some top holdings, such as Pfizer and Salesforce, have lagged in performance, which could drag on overall returns.
High Financial Sector Weight
The ETF has significant exposure to the Financial sector, which could make it vulnerable to sector-specific risks.
REVS vs. SPDR S&P 500 ETF (SPY)
AUM89.95M
RegionNorth America
Expense Ratio0.19%
Beta0.76
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1.67%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Value Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,534
30 Day Avg. Volume13,565
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
32.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering311
REVS Summary
The Columbia Research Enhanced Value ETF (REVS) is an investment fund that focuses on large U.S. companies considered undervalued by the market but with strong financial fundamentals. It follows the Beta Advantage Research Enhanced US Value Index and includes well-known companies like JPMorgan Chase and Cisco Systems. This ETF is designed for investors who want to diversify their portfolio with large-cap stocks while emphasizing a value investing strategy, which seeks growth by identifying stocks that may be overlooked by others. However, new investors should be aware that the ETF’s performance can fluctuate with the broader market, especially during economic downturns.
How much will it cost me?The Columbia Research Enhanced Value ETF (REVS) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses Columbia's research-driven approach to select value stocks while keeping costs relatively low.
What would affect this ETF?The Columbia Research Enhanced Value ETF (REVS) could benefit from a strong U.S. economy, as its focus on large-cap value stocks with solid fundamentals may attract investors seeking stability and growth. Positive trends in sectors like financials and technology, which have significant weight in the ETF, could also drive performance. However, rising interest rates or economic slowdowns could negatively impact value stocks, particularly in sectors like financials and consumer cyclical, while regulatory changes or geopolitical tensions might affect top holdings such as JPMorgan Chase and Alphabet.
REVS Top 10 Holdings
The Columbia Research Enhanced Value ETF (REVS) leans heavily on financials, with JPMorgan Chase leading the charge, though its recent performance has been mixed, holding back momentum slightly. Tech names like Cisco and Alphabet are rising stars, buoyed by innovation in AI and cloud services, giving the fund a growth-oriented edge despite its value focus. Meanwhile, Pfizer and Salesforce have struggled to gain traction, creating a drag on overall returns. With a U.S.-centric portfolio and a balanced sector mix, REVS offers a blend of stability and growth potential for value-focused investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 4.99% | $4.50M | $855.50B | 41.56% | 70 Outperform | |
| Cisco Systems | 2.63% | $2.37M | $289.02B | 33.35% | 79 Outperform | |
| Alphabet Class A | 2.44% | $2.19M | $3.40T | 64.16% | 80 Outperform | |
| Pfizer | 2.39% | $2.15M | $140.15B | -11.17% | 78 Outperform | |
| Exxon Mobil | 2.38% | $2.15M | $487.54B | -4.09% | 79 Outperform | |
| Caterpillar | 2.31% | $2.08M | $270.43B | 51.54% | 76 Outperform | |
| Salesforce | 2.00% | $1.80M | $247.91B | -12.62% | 79 Outperform | |
| Alphabet Class C | 1.99% | $1.79M | $3.40T | 63.23% | 80 Outperform | |
| Morgan Stanley | 1.85% | $1.67M | $261.80B | 41.21% | 74 Outperform | |
| Altria Group | 1.85% | $1.66M | $94.64B | 5.18% | 66 Neutral |
REVS Technical Analysis
Positive
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Price Trends
27.87
Positive
27.24
Positive
26.14
Positive
Market Momentum
0.07
Positive
48.01
Neutral
14.16
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REVS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.00, equal to the 50-day MA of 27.87, and equal to the 200-day MA of 26.14, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 48.01 is Neutral, neither overbought nor oversold. The STOCH value of 14.16 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REVS.
REVS Peer Comparison
Comparison Results
Performance Comparison
REVS
Columbia Research Enhanced Value ETF
27.89
2.99
12.01%
MAVF
Matrix Advisors Value ETF
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SPVM
Invesco S&P 500 Value with Momentum ETF
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SPDV
AAM S&P 500 High Dividend Value ETF
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STXV
Strive 1000 Value ETF
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BLCV
BlackRock Large Cap Value ETF
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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.
Disclaimer
This 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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