PBWInvesco WilderHill Clean Energy ETF
PBW 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. The fund's proprietary selection process and its mandate to hold only US-listed companies select companies that are perceived to benefit from the societal transition or advancement toward clean energy and conservation. Included as well are companies developing and selling energy technologies and energy management services to address efficiency and environmental issues, along with fossil fuel resource abundance concerns. PBW follows a tiered, equal-weighting structure and caps each holding at 4%. The index is reconstituted and rebalanced quarterly.
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 Summary Data
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 5 out of 5.
PBW Sector/Industry Breakdown
PBW Top 10 Holdings[View All]
PBW Economic Development
PBW Performance Statistics
PBW Benchmark Comparison Summary
PBW Benchmark Comparison Market Cap Size