KBWB : Invesco KBW Bank ETF

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

KBWB

Invesco KBW Bank ETF

FI Score

57 /100

Diversification Rating

3 /10

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

57% FI Score
  • kbwb
  • ETF
  • Sector Equity
  • Financial Services

Invesco KBW 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 track the investment results (before fees and expenses) of the KBW Nasdaq Bank Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index of companies primarily engaged in U.S. banking activities, as determined by the index provider. The underlying index is designed to track the performance of large national U.S. money centers, regional banks, and thrift institutions that are publicly traded in the U.S. The fund is non-diversified.

Largest Holdings

Amount Holding
8.36% Bank of America Corporation
8.28% JPMorgan Chase & Co
7.56% U.S. Bancorp
7.45% Citigroup Inc
6.40% Wells Fargo & Company
5.31% First Republic Bank
4.60% The Bank of New York Mellon Corporation
4.45% The PNC Financial Services Group, Inc
4.44% Northern Trust Corporation
4.42% State Street Corporation

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