Invesco KBW Bank ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco KBW Bank ETF KBWB
Morningstar’s Analysis KBWB
Will KBWB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 61.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley | 9.15 | 529M | Financial Services |
The Goldman Sachs Group Inc | 8.70 | 503M | Financial Services |
Bank of America Corp | 7.91 | 457M | Financial Services |
JPMorgan Chase & Co | 7.54 | 436M | Financial Services |
Wells Fargo & Co | 7.29 | 422M | Financial Services |
State Street Corp | 4.60 | 266M | Financial Services |
Citigroup Inc | 4.43 | 256M | Financial Services |
Bank of New York Mellon Corp | 4.36 | 252M | Financial Services |
PNC Financial Services Group Inc | 3.96 | 229M | Financial Services |
Fifth Third Bancorp | 3.86 | 223M | Financial Services |
United States