Invesco KBW High Dividend Yield Financial ETF KBWD

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWD

Will KBWD outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings KBWD

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Mortgage Capital Inc

4.40 15M
Real Estate

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4.27 15M
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Orchid Island Capital Inc

4.03 14M
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PennyMac Mortgage Investment Trust

3.90 13M
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Dynex Capital Inc

3.85 13M
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MFA Financial Inc

3.67 13M
Real Estate

FS KKR Capital Corp

3.60 12M
Financial Services

PennantPark Floating Rate Capital Ltd

3.48 12M
Financial Services

New Mountain Finance Corp

3.38 12M
Financial Services

The Western Union Co

3.28 11M
Financial Services

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