PBW
Invesco WilderHill Clean Energy ETFPBW Fund Description
PBW tracks a modified equal-weighted index of companies involved in cleaner energy sources or energy conservation.
PBW Factset Analytics Insight
PBW is highly diverse in scope, reaching beyond just industry pure-plays like wind, solar, biofuels and geothermal companies, to include companies based on their perceived relevance to the renewable energy space. PBW looks different from our cap-weighted benchmark, largely due to the fund's proprietary selection process and its mandate to hold only US-listed companies. PBW follows a tiered, equal-weighting structure and caps any 1 holding at 4%, which significantly reduces concentration in dominant players like First Solar. Still, the fund remains a popular and liquid option within the segment, earning a spot on the Opportunities List. Note: PBW's 12-month yield of roughly 3% is largely from its securities-lending program.
PBW MSCI ESG Analytics Insight
Invesco WilderHill Clean Energy ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.35 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 WilderHill Clean Energy ETF ranks in the 48th percentile within its peer group and in the 61st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PBW 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.
PBW CHARTS AND PERFORMANCE
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PBW Portfolio Data
PBW Index Data
PBW Portfolio Management
PBW Tax Exposures
PBW Fund Structure
PBW Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PBW. PBW is rated a 2 out of 5.
PBW Tradability
PBW Sector/Industry Breakdown
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PBW TOP 10 HOLDINGS[View All]
PBW Countries
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PBW Regions
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PBW Economic Development
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PBW Performance Statistics
PBW MSCI ESG Ratings
PBW BENCHMARK COMPARISON SUMMARY
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PBW BENCHMARK COMPARISON MARKET CAP SIZE
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