Invesco KBW High Dividend Yld Fincl ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Invesco KBW High Dividend Yield Financial ETF KBWD
Morningstar’s Analysis KBWD
Will KBWD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PennyMac Mortgage Investment Trust | 4.17 | 14M | Real Estate |
Invesco Mortgage Capital Inc | 4.09 | 14M | Real Estate |
MidCap Financial Investment Corp | 3.90 | 13M | Financial Services |
ARMOUR Residential REIT Inc | 3.81 | 13M | Real Estate |
Orchid Island Capital Inc | 3.79 | 13M | Real Estate |
FS KKR Capital Corp | 3.69 | 12M | Financial Services |
Dynex Capital Inc | 3.69 | 12M | Real Estate |
MFA Financial Inc | 3.54 | 12M | Real Estate |
PennantPark Floating Rate Capital Ltd | 3.53 | 12M | Financial Services |
New Mountain Finance Corp | 3.52 | 12M | Financial Services |