REFAColumbia Research Enhanced International Equity ETF
Grow my moneyRanked #3,050 of 3,055 in this goal
Seeks investment results that closely correspond to the performance of the Beta Advantage ® Research Enhanced International Equity Index.
Annual Cost
—
Fund Size
—
Return (1Y)
-4.0%
Track Record
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Performance
Total-return NAV · USDGrowth of $10,000
$11,695+17.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Global ex-USCap
Multi cap
Strategy
Index enhanced
Factor
Multifactor
Index tracked
Beta Advantage Research Enhanced International Equity Index
Holdings
By weightConcentration
Top 10 holdings = 27.5% of funddiversified
ASML Holding NV
5.0%
Novartis AG
3.5%
Roche Holding AG
3.3%
BHP Group Ltd
3.1%
Shell PLC
2.4%
AstraZeneca PLC
2.2%
Hitachi Ltd
2.2%
Sony Group Corp
2.1%
Mitsubishi Corp
1.9%
Deutsche Telekom AG
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
25.0%High
Year-on-year price swings
Max drawdown
-27.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
-0.20Below average
Sortino (3Y)
-0.25Moderate downside risk
Listing
- Exchange
- Cboe BZX, NYSE Arca
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Beta Advantage ® Research Enhanced International Equity Index.
- Strategy
- Invests primarily in equity securities of companies located in international developed market countries, focusing on developed market large- and mid-cap growth and value companies. The Fund seeks to track the Beta Advantage ® Research Enhanced International Equity Index using a representative sampling strategy, with a concentration in the financials and industrials sectors.
Similar funds
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Data updated on 2026-09-18