Advertisement
Skip to Content

Invesco KBW Bank ETF KBWB

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings KBWB

  • Current Portfolio Date May 25, 2023
  • Equity Holdings 21
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 67.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
10.44
136,018,943
Financial Services
9.65
125,676,416
Financial Services
9.62
125,407,398
Financial Services
9.06
118,024,553
Financial Services
7.05
91,843,978
Financial Services
5.05
65,824,998
Financial Services
4.38
57,048,783
Financial Services
4.30
56,041,542
Financial Services
4.21
54,920,724
Financial Services
4.16
54,157,585
Financial Services