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Invesco KBW Property & Casualty Ins ETF KBWP

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWP

Will KBWP 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 KBWP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sound investment process and strong management team underpin Invesco KBW Property& Casualty Ins ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KBWP

More KBWP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progressive Corp

8.76 27.2 Mil
Financial Services

Allstate Corp

8.45 26.2 Mil
Financial Services

American International Group Inc

8.05 25.0 Mil
Financial Services

The Travelers Companies Inc

7.56 23.5 Mil
Financial Services

Chubb Ltd

7.56 23.4 Mil
Financial Services

Arch Capital Group Ltd

4.16 12.9 Mil
Financial Services

Cincinnati Financial Corp

4.12 12.8 Mil
Financial Services

The Hartford Financial Services Group Inc

4.08 12.6 Mil
Financial Services

American Financial Group Inc

3.98 12.3 Mil
Financial Services

Kemper Corp

3.95 12.3 Mil
Financial Services