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PowerShares KBW Capital Markets Portfolio – KBWC ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
55.470.09 (+0.17%)42.16 - 57.071.7 thousand (Above Avg)

Market data as of 3:52PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - KBWC

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Capital Markets Index. The fund generally invests at least 90% of its total assets in securities of broker-dealers, asset managers, trusts and custody banks or exchanges that are active in U.S. capital markets, that are listed on a U.S. national securities exchange and that comprise the underlying index. It concentrates its investments in securities of issuers in any one industry or sector only to the extent that the underlying index reflects a concentration in that industry or sector. The fund is non-diversified.

Previous Close55.38
Day's Range53.32 - 55.47
Avg Volume (10 Day)726.1
Total Assets$5.54M
Expense Ratio0.35%
Yield (Trailing 12 Mo.)2.18%
Fund Inception11/01/2011

Trailing Total Returns - KBWC

as of 02/28/2015
TimeframeKBWCS&P 500Financial
1 Month7.07%5.75%6.44%
3 Month3.26%2.31%0.98%
1 Year17.84%15.51%8.32%
3 Year21.00%18.00%17.82%
5 Year--16.18%11.29%
10 Year--7.99%0.84%
Since Inception24.99%10.71%--

Stock Sector Allocation - KBWC

as of 02/28/2015
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services
Real Estate 0.00%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - KBWC

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - KBWC

as of 02/28/2015
ValuationKBWCCategory Range
Price/Cash Flow--
Dividend Yield1.72
LT Earnings13.26
Historical Earnings10.17
Sales Growth5.68
Cash-Flow Growth-10.31
Book-Value Growth5.1
Key:  Lo 

Morningstar Summary - KBWC, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Risk Analysis - KBWC, 3 Year

Standard Deviation16.56
Sharpe Ratio1.24

Tax Analysis - KBWC, 3 Year Avg

Pretax Return21.00%
Tax-adjusted Return19.75%
Tax Cost Ratio1.04%
Potential Cap Gains15.47%

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