KBWR – Fund Analysis – Invesco KBW Regional Banking ETF | Morningstar

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Will KBWR outperform in future?

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

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Process Pillar

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

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

Invesco KBW Regional Banking ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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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 Feb 29, 2024 Published on Feb 29, 2024

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