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Invesco KBW High Dividend Yld Fincl ETF KBWD

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KBWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KBWD 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 KBWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

null Morningstar Manager Research

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KBWD

More KBWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

B. Riley Financial Inc

4.51 17.0 Mil
Financial Services

Ellington Financial Inc

3.96 14.9 Mil
Real Estate

FS KKR Capital Corp

3.67 13.8 Mil
Financial Services

TPG RE Finance Trust Inc

3.64 13.7 Mil
Real Estate

AGNC Investment Corp

3.61 13.6 Mil
Real Estate

Two Harbors Investment Corp

3.48 13.1 Mil
Real Estate

Annaly Capital Management Inc

3.38 12.7 Mil
Real Estate

Trinity Capital Inc Ordinary Shares

3.38 12.7 Mil
Financial Services

ARMOUR Residential REIT Inc

3.37 12.7 Mil
Real Estate

Fidus Investment Corp

3.22 12.1 Mil
Financial Services