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Invesco KBW Regional Banking ETF KBWR

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWR

Will KBWR outperform in future?

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

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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Summary

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

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Portfolio Holdings KBWR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Commerce Bancshares Inc

3.85 2.1 Mil
Financial Services

Webster Financial Corp

3.72 2.0 Mil
Financial Services

Cullen/Frost Bankers Inc

3.58 2.0 Mil
Financial Services

Pinnacle Financial Partners Inc

3.39 1.9 Mil
Financial Services

SouthState Corp

3.23 1.8 Mil
Financial Services

Fulton Financial Corp

2.31 1.3 Mil
Financial Services

Atlantic Union Bankshares Corp

2.23 1.2 Mil
Financial Services

Columbia Banking System Inc

2.15 1.2 Mil
Financial Services

BOK Financial Corp

2.14 1.2 Mil
Financial Services

Popular Inc

2.11 1.2 Mil
Financial Services