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Invesco KBW High Dividend Yld Fincl ETF KBWD

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWD

Will KBWD outperform in future?

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

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

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings KBWD

  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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23,372,234
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Orchid Island Capital Inc

4.29
15,405,209
Real Estate
3.57
12,815,042
Financial Services
3.49
12,515,286
Financial Services

AGNC Investment Corp

3.47
12,460,824
Real Estate

Two Harbors Investment Corp

3.46
12,425,299
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Ellington Financial Inc

3.40
12,224,845
Real Estate
3.39
12,178,756
Financial Services
3.38
12,151,451
Financial Services

MFA Financial Inc

3.38
12,137,556
Real Estate