KBWR

Invesco KBW Regional Banking ETF

$58.55
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Invesco KBW Regional Banking ETF (KBWR) seeks to track the investment results of an index that is designed to provide exposure to U.S. regional banking companies.

Overview

ETF tracking Invesco KBW Regional Banking ETF

Category Financials
Issuer Invesco
Inception Date 2016-12-07
Market Cap $49.8M
Average Volume N/A
Dividend Yield 2.74%
52-Week Range $48.45 - $68.29
VWAP $58.37

Performance

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Investment Summary

📎 Investment Objective

The Invesco KBW Regional Banking ETF (KBWR) seeks to track the investment results of an index that is designed to provide exposure to U.S. regional banking companies.

🎯 Investment Strategy

The ETF employs a passive management approach, seeking to track the investment results of the KBW Nasdaq Regional Banking Index. The index is composed of companies primarily engaged in U.S. regional banking activities, such as commercial banking, mortgage banking, and consumer banking.

✨ Key Features

  • Provides exposure to U.S. regional banking companies
  • Passively tracks the KBW Nasdaq Regional Banking Index
  • Low expense ratio of 0.00%
  • Relatively small asset size of $0

⚠️ Primary Risks

  • Concentration risk as the fund is focused on the regional banking sector
  • Potential volatility due to the specialized nature of the underlying index
  • Liquidity risk due to the small asset size and trading volume
  • Lack of long-term performance history to evaluate

👤 Best For

This ETF may be suitable for investors seeking exposure to the U.S. regional banking sector as part of a diversified portfolio. However, due to the small asset size, limited trading history, and specialized nature of the fund, it may be more appropriate for experienced investors with a higher risk tolerance and a long-term investment horizon.