Due to health issues, this site is no longer maintained and will be shut down shortly.

BARECO Beta Advantage Research Enhanced US Equity Index

The Index aims to achieve stronger total return than the Russell 1000 Index through a rules-based strategic beta approach. The Index methodology leverages the results of Columbia Threadneedle Investments proprietary equity quantitative investment models to rate each company within the Russell 1000 Index based on quality, value and catalyst factors, and selects securities that are favorably rated. It is market cap-weighted and sector-neutral to the Russell 1000 Index.

As of 09/30/2023

Index Information
Provider:     Columbia Threadneedle
Category1:  US Equity
Category2:  Broad market
Category3:  Large and mid cap
Currency:    USD
Inception date:  01/01/1900
Backtesting data exists:  
Weighting methodology:   Market capitalization

As explained in what is an index, there is no universal system of giving an index a symbol. You can search for indexes using our index symbol lookup.

2022 © Stock Market MBA, Inc. Terms of use | Privacy policy