KBE
SPDR S&P Bank ETFKBE Fund Description
KBE tracks an equal-weighted index of US banking firms.
KBE Factset Analytics Insight
Popular KBE tracks an equal-weighted index of US banking stocks. Equal weighting puts giant banks on equal footing with smaller ones (at rebalance at least) and increases the emphasis on smaller firms on the whole. As such, the fund fits poorly with our cap-weighted benchmark. Still, KBE fills a niche by providing exposure to a broad selection of banks in an equal-weighted wrapper. All-in costs are low, too: KBE is tremendously liquid, charges a competitive fee and tracks its index well.
KBE MSCI ESG Analytics Insight
SPDR S&P Bank ETF has an MSCI ESG Fund Rating of BB based on a score of 4.20 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR S&P Bank ETF ranks in the 23th percentile within its peer group and in the 36th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KBE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
KBE Charts And Performance
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KBE Summary Data
KBE Portfolio Data
KBE Index Data
KBE Portfolio Management
KBE Tax Exposures
KBE Fund Structure
KBE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBE. KBE is rated a 5 out of 5.
KBE Tradability
KBE Sector/Industry Breakdown
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KBE Top 10 Holdings[View All]
KBE Countries
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KBE Regions
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KBE Economic Development
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KBE Performance Statistics
KBE MSCI ESG Ratings
KBE Benchmark Comparison Summary
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KBE Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.