KBE : SPDR S&P Bank ETF

KBE is a Sector Equity Market Financial Services with LOW fees.

KBE

SPDR S&P Bank ETF

FI Score

63 /100

Diversification Rating

3 /10

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

63% FI Score
  • kbe
  • ETF
  • Sector Equity
  • Financial Services

SPDR S&P Bank ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Banks Select Industry Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index tracks the performance of publicly traded national money centers and leading regional banks. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds. The fund is non-diversified.

Largest Holdings

Amount Holding
2.50% First Republic Bank
2.29% SVB Financial Group
2.28% Prosperity Bancshares, Inc
2.24% New York Community Bancorp, Inc
2.15% LendingTree, Inc
2.07% Voya Financial, Inc
2.06% Equitable Holdings, Inc
2.03% Signature Bank
1.97% The Bank of New York Mellon Corporation
1.94% East West Bancorp, Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo