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
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of March 18, 2019 the Invesco WilderHill Clean Energy ETF MSCI ESG Fund Quality Score is 5.22 out of 10.
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. PBW ranks in the 70th percentile within its peer group and in the 40th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PBW CHARTS AND PERFORMANCE
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PBW Top 10 Countries
PBW Top 10 Sectors
PBW Top 10 Holdings [View All]
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 3 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 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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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.