KBWP

Invesco KBW Property & Casualty Insurance ETF

$123.73
+0.00%
Market closed. Last update: 10:49 PM ET

📎 Investment Objective

The Invesco KBW Property & Casualty Insurance ETF (KBWP) seeks to track the investment results of an index that is designed to provide exposure to U.S. property and casualty insurance companies.

Overview

ETF tracking Invesco KBW Property & Casualty Insurance ETF

Category Financials
Issuer Invesco
Inception Date 2016-12-07
Market Cap $486.3M
Average Volume N/A
Dividend Yield 1.76%
52-Week Range $110.12 - $126.65
VWAP $123.68

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Invesco KBW Property & Casualty Insurance ETF (KBWP) seeks to track the investment results of an index that is designed to provide exposure to U.S. property and casualty insurance companies.

🎯 Investment Strategy

The ETF employs a 'full replication' strategy, meaning it attempts to invest in all the securities in the underlying index in proportion to their weightings in the index. The index is composed of U.S. property and casualty insurance companies that are publicly traded on U.S. exchanges.

✨ Key Features

  • Provides exposure to the U.S. property and casualty insurance industry
  • Tracks the KBW Nasdaq Property & Casualty Insurance Index, which is designed to measure the performance of U.S. property and casualty insurance companies
  • Low expense ratio of 0.00%
  • Relatively small fund with limited assets under management

⚠️ Primary Risks

  • Concentration risk as the fund is focused on a specific industry sector
  • Potential volatility as insurance stocks can be sensitive to economic conditions and regulatory changes
  • Liquidity risk due to the small size of the fund
  • Tracking error risk as the fund may not perfectly replicate the performance of the underlying index

👤 Best For

This ETF may be suitable for investors seeking targeted exposure to the U.S. property and casualty insurance industry as part of a diversified portfolio. Due to the fund's small size and limited trading history, it may be more appropriate for experienced investors who understand the risks of sector-specific funds.