REFAColumbia Research Enhanced International Equity ETF

Grow my moneyRanked #2,951 of 2,966 in this goal

Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced International Equity Index.

Annual Cost

—

#5,568 of 5,568 · expensive

Fund Size

—

#5,568 of 5,568 · small

Return (1Y)Goal

N/A

Track Record

—

#5,568 of 5,568 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,181+11.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Strategy

Index enhanced

Factor

Quality

Index tracked

Beta Advantage Research Enhanced International Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 26.2% of fund✓ well diversified

ASML Holding NV

4.2%

Roche Holding AG

3.6%

Novartis AG

3.2%

Sony Group Corp

2.8%

BHP Group Ltd

2.7%

Hitachi Ltd

2.4%

AstraZeneca PLC

2.1%

Shell PLC

1.9%

Recruit Holdings Co Ltd

1.7%

Safran SA

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca, Cboe BZX

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 in international developed markets, tracking the Beta Advantage Research Enhanced International Equity Index. The Fund may use representative sampling or full replication strategies to achieve its investment objective.