The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
SPDR® S&P Bank ETF KBE
Morningstar’s Analysis KBE
Will KBE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Jackson Financial Inc | 1.66 | 22.8 Mil | Financial Services |
Corebridge Financial Inc | 1.62 | 22.3 Mil | Financial Services |
Equitable Holdings Inc | 1.60 | 22.1 Mil | Financial Services |
Axos Financial Inc | 1.57 | 21.6 Mil | Financial Services |
First Citizens BancShares Inc Class A | 1.55 | 21.4 Mil | Financial Services |
Citigroup Inc | 1.51 | 20.8 Mil | Financial Services |
Wells Fargo & Co | 1.48 | 20.3 Mil | Financial Services |
Bank OZK | 1.48 | 20.3 Mil | Financial Services |
First Horizon Corp | 1.48 | 20.3 Mil | Financial Services |
Radian Group Inc | 1.47 | 20.2 Mil | Financial Services |