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 4.02 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 20th percentile within its peer group and in the 23th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KBWR CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
KBWR Top 10 Countries
KBWR Top 10 Sectors
KBWR Top 10 Holdings [View All]
KBWR Portfolio 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
KBWR
KBWR TOP 10 HOLDINGS[View All]
KBWR Countries
KBWR
KBWR Regions
KBWR
KBWR Economic Development
KBWR
KBWR Performance Statistics
KBWR MSCI ESG Ratings
KBWR BENCHMARK COMPARISON SUMMARY
KBWR
KBWR BENCHMARK COMPARISON MARKET CAP SIZE
KBWR
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
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.