Symbols

ECON

Columbia Research Enhanced Emerging Economies ETF·NYSE

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Key Stats

Assets Under Management

298.75MUSD

Fund Flows (1Y)

33.29MUSD

Dividend Yield

1.59%

Discount/Premium to NAV

2.77%

Shares Outstanding

10.10M

Expense Ratio

0.47%

About Columbia Research Enhanced Emerging Economies ETF

Issuer

Columbia Management Investment Advisers, LLC

Brand

Columbia

Home Page

https://www.columbiathreadneedleus.com/investment-products/exchange-traded-funds/Columbia-Emerging-Markets-Consumer-ETF/Class-ETF/details/?cusip=19762B509

Inception Date

Sep 14, 2010

Structure

Open-Ended Fund

Index Tracked

Beta Advantage Research Enhanced Solactive Emerging Economies Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Columbia Management Investment Advisers LLC

Distributor

ALPS Distributors, Inc.

ECON provides exposure to consumers in emerging markets, holding 60 leading firms as defined by S&P. The fund holds 20 firms in each of three sectors—consumer staples, consumer discretionary, and communication services—screened by a combination of market cap, revenue, and net profit. ECON is market-cap weighted, with guardrails to prevent large under- or overweights to any one country. Prior to March 18, 2019, ECON tracked a related index of 30 emerging-market consumer companies. The fund is rebalanced annually and reviewed quarterly. Prior to Oct. 19, 2016 the fund had a different name reflecting EGShares as issuer. Columbia acquired EGShares on Sept. 1, 2016.