A middling Parent Pillar and a subpar Process Pillar help limit Invesco KBW Bank ETF to a Morningstar Medalist Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Morningstar’s Analysis KBWB
Will KBWB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date May 25, 2023
- Equity Holdings 21
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 67.9