KBWBInvesco KBW Bank ETF
KBWB Fund Description
KBWB tracks a modified market-cap-weighted index of US banking firms.
KBWB Factset Analytics Insight
KBWB provides good exposure to the broad US banking market. Its portfolio includes large national money centers, regional banks and thrift institutions that are traded in the US. An index committee determines the fund’s holdings, while attempting to maintain a market-like exposure. KBWB uses a capped, modified market-cap-weighting strategy that comes close to matching the top-heavy nature of the segment. By industry, the fund strays a bit by including investment management & fund operators, and firms from other industries. Still, KBWB is a nice proxy for the broad industry. The index is rebalanced and reconstituted on a quarterly basis.
KBWB MSCI ESG Analytics Insight
Invesco KBW Bank ETF has an MSCI ESG Fund Rating of AA based on a score of 8.51 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. Invesco KBW Bank ETF ranks in the 92nd percentile within its peer group and in the 66th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KBWB 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.
KBWB Portfolio Data
KBWB Index Data
KBWB Portfolio Management
KBWB Tax Exposures
KBWB Fund Structure
KBWB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBWB. KBWB is rated a 5 out of 5.
KBWB Sector/Industry Breakdown
KBWB Top 10 Holdings[View All]
KBWB Economic Development
KBWB Performance Statistics
KBWB MSCI ESG Ratings
KBWB Benchmark Comparison Summary
KBWB Benchmark Comparison Market Cap Size