Key stats
About Invesco KBW Regional Banking ETF
Expense ratio
0.35%
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Inception date
Nov 1, 2011
KBWR doesn't attempt to provide broad exposure to the US banking segment. Instead, the fund employs an index committee selection process, along with modified market-cap weighting to construct a portfolio of regional banking and thrift firms. This process makes an already small-cap oriented portfolio tilt even smaller. In fact, KBWR's portfolio has one of the smallest average market caps in the segment. The fund's scope does not stray from its narrow mandate: it provides the exact exposure it promises, with no industry tilts. The index is rebalanced and reconstituted on a quarterly basis.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
