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Invesco KBW Regional Banking ETF KBWR

Morningstar Medalist Rating
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.

  • 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KBWR

More KBWR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Commerce Bancshares Inc

3.78 2.2 Mil
Financial Services

Webster Financial Corp

3.67 2.1 Mil
Financial Services

Cullen/Frost Bankers Inc

3.44 2.0 Mil
Financial Services

Pinnacle Financial Partners Inc

3.40 2.0 Mil
Financial Services

Popular Inc

3.36 2.0 Mil
Financial Services

New York Community Bancorp Inc

2.31 1.3 Mil
Financial Services

WSFS Financial Corp

2.14 1.3 Mil
Financial Services

First Financial Bankshares Inc

2.14 1.2 Mil
Financial Services

Atlantic Union Bankshares Corp

2.11 1.2 Mil
Financial Services

SouthState Corp

2.10 1.2 Mil
Financial Services