The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco KBW Premium Yield Eq REIT ETF KBWY
Morningstar’s Analysis KBWY
Will KBWY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Uniti Group Inc | 8.22 | 17.6 Mil | Real Estate |
Global Net Lease Inc | 6.84 | 14.6 Mil | Real Estate |
Service Properties Trust | 6.15 | 13.1 Mil | Real Estate |
Easterly Government Properties Inc | 4.13 | 8.8 Mil | Real Estate |
Global Medical REIT Inc | 3.74 | 8.0 Mil | Real Estate |
Sabra Health Care REIT Inc | 3.68 | 7.9 Mil | Real Estate |
Omega Healthcare Investors Inc | 3.65 | 7.8 Mil | Real Estate |
EPR Properties | 3.62 | 7.7 Mil | Real Estate |
Outfront Media Inc | 3.50 | 7.5 Mil | Real Estate |
Broadstone Net Lease Inc Ordinary Shares | 3.47 | 7.4 Mil | Real Estate |