ECONColumbia Research Enhanced Emerging Economies ETF

Grow my money15y track recordRanked #779 of 2,960 in this goal

Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced Solactive Emerging Economies Index.

By Columbia Threadneedle · Launched 2010

Annual Cost

0.47%

#2,305 of 5,562 · average

Fund Size

$353M

#1,837 of 5,562 · large

Return (1Y)Goal

+65.7%

Track Record

15 years

#818 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,848+68.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Strategy

Index enhanced

Factor

Quality

Index tracked

Beta Advantage Research Enhanced Solactive Emerging Economies Index

What it actually holds

By weight

Concentration

Top 10 holdings = 27.1% of fund✓ well diversified

Samsung Electronics Co Ltd

5.0%

Taiwan Semiconductor Manufacturing Co Ltd

4.7%

SK hynix Inc

3.9%

Tencent Holdings Ltd

3.5%

Hon Hai Precision Industry Co Ltd

2.2%

Bharti Airtel Ltd

1.6%

China Construction Bank Corp

1.6%

MediaTek Inc

1.6%

PDD Holdings Inc

1.5%

Xiaomi Corp

1.5%

Asset allocation

Stocks

99.3%

Cash

0.6%

Preferred

0.2%

By sector

Technology

44.0%

Financial Services

20.5%

Industrials

6.7%

Consumer Cyclical

6.1%

Basic Materials

5.5%

Communication

5.3%

Energy

3.5%

Consumer Defensive

2.9%

Other

5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.9%High

Year-on-year price swings

Max drawdown

-45.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.02Strong risk-adjusted returns

Sortino (3Y)

1.53Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced Solactive Emerging Economies Index.
Strategy: Invests primarily in equity securities of companies in emerging market countries, tracking the Beta Advantage Research Enhanced Solactive Emerging Economies Index. The Fund may use a representative sampling strategy and is passively managed, concentrating in financials and information technology sectors.
Inception date: September 14, 2010
Fund family: Columbia Threadneedle