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Invesco KBW Bank ETF KBWB

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWB

Will KBWB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KBWB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KBWB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KBWB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco KBW Bank ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KBWB

More KBWB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley

8.29 116.4 Mil
Financial Services

The Goldman Sachs Group Inc

8.16 114.6 Mil
Financial Services

Wells Fargo & Co

8.11 114.0 Mil
Financial Services

Bank of America Corp

8.03 112.8 Mil
Financial Services

JPMorgan Chase & Co

7.77 109.2 Mil
Financial Services

Citigroup Inc

4.11 57.7 Mil
Financial Services

Truist Financial Corp

4.07 57.2 Mil
Financial Services

PNC Financial Services Group Inc

3.98 55.9 Mil
Financial Services

Fifth Third Bancorp

3.97 55.7 Mil
Financial Services

Capital One Financial Corp

3.96 55.7 Mil
Financial Services