Key stats
About Invesco KBW Property & Casualty Insurance ETF
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Inception date
Dec 2, 2010
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Invesco Capital Management LLC
Distributor
Invesco Distributors, Inc.
KBWP doesn't attempt to provide broad-market exposure to the US Insurance sector. Instead, the fund focuses specifically on property & casualty insurance firms. Its holdings also have a significant position in reinsurance companies. To curate the portfolio, an index committee determines the fund constituents and a modified market-cap weighting is put into use. Notably, the portfolio underweights mega-cap insurance brokers, life & health insurance firms and other huge conglomerates, tilting the portfolio small. The index is rebalanced and reconstituted on a quarterly basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks99.97%
Finance99.97%
Bonds, Cash & Other0.03%
Mutual fund0.03%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history