KBWR
Invesco KBW Regional Banking ETFKBWR Fund Description
KBWR tracks an equal-weighted index focused exclusively on US regional banking firms.
KBWR Factset Analytics Insight
KBWR doesn't attempt to provide broad exposure to the US banking segment. Instead, the fund equal-weights a portfolio of regional banking firms, making an already small-cap oriented portfolio tilt even smaller. In fact, KBWR's portfolio has one of the smallest average market caps in the segment. The fund's scope does not stray from its narrow mandate: It provides the exact exposure it promises, with no industry tilts. KBWR offers middling liquidity, with lukewarm daily volume and sometimes wide spreads. The fund is well-priced for a niche strategy, although it lags its index by somewhat more than its listed fee.
KBWR MSCI ESG Analytics Insight
Invesco KBW Regional Banking ETF has an MSCI ESG Fund Rating of BB based on a score of 4.13 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 Regional Banking ETF ranks in the 22nd percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KBWR 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.
KBWR Charts And Performance
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KBWR Summary Data
KBWR Portfolio Data
KBWR Index Data
KBWR Portfolio Management
KBWR Tax Exposures
KBWR Fund Structure
KBWR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBWR. KBWR is rated a 4 out of 5.
KBWR Tradability
KBWR Sector/Industry Breakdown
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KBWR Top 10 Holdings[View All]
KBWR Countries
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KBWR Regions
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KBWR Economic Development
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KBWR Performance Statistics
KBWR MSCI ESG Ratings
KBWR Benchmark Comparison Summary
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KBWR Benchmark Comparison Market Cap Size
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