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Invesco KBW Premium Yield Eq REIT ETF KBWY

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

Morningstar’s Analysis KBWY

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

  • People Pillar

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

Invesco KBW Premium Yield Eq REIT ETF earns a Morningstar Medalist Rating of Negative 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 cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings KBWY

More KBWY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Global Net Lease Inc

7.73 15.0 Mil
Real Estate

Service Properties Trust

4.83 9.4 Mil
Real Estate

Gladstone Commercial Corp

4.57 8.9 Mil
Real Estate

Uniti Group Inc

4.37 8.5 Mil
Real Estate

Healthcare Realty Trust Inc

4.09 7.9 Mil
Real Estate

Easterly Government Properties Inc

3.93 7.6 Mil
Real Estate

Outfront Media Inc

3.91 7.6 Mil
Real Estate

Piedmont Office Realty Trust Inc Class A

3.86 7.5 Mil
Real Estate

Global Medical REIT Inc

3.74 7.3 Mil
Real Estate

Sabra Health Care REIT Inc

3.74 7.2 Mil
Real Estate