ReturnsLifetime26.03%

Projected Returns

Investment ofper month
gives returns of :
at 10.76% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 10.76% per annum
$
$
$+ 10.76%

Holdings

Last updated as on 21-2-2020

About KBWB

Fund Asset Size(AUM) $i
Average Market Cap(MM) $i
Morningstar Ratings 3i
Symbol KBWB
Exchange XNAS
ISIN US46138E6288
Category Benchmark Index MSCI ACWI NR USD
Asset class Equity
Category Financial
Country US

Portfolio Characteristics

Expense ratio 0.35i
Beta 1.5i
P/E ratio 11.04i
Standard Deviation 21.22i

Fund Strategy

Invesco KBW Bank ETF is an exchange-traded fund incorporated in the USA. 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. It 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.

About Invesco

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage $1,184.4 billion in assets on behalf of clients worldwide (as of September 30, 2019 ). We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies.

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