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PSMB Stock Price, Chart, Stats & News

Invesco Balanced Multi-Asset Allocation ETF
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Moderate Allocation
Category
0.33%
Expense ratio
24.35M
Assets
4.01%
1Y return

PSMB chart

1M
3M
1Y
5Y
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PSMB returns

YTD
2.82%
1Y
4.01%
3Y
6.36%
5Y
5.39%
10Y
0.00%
1Y volatility15.29%
3Y volatility11.90%
Sharpe ratio0.48

About

This fund aims to meet its investment goals by employing a balanced allocation approach, designed to maximize the advantages of diversification. It achieves this by investing its capital across underlying exchange-traded funds (ETFs) focused on both fixed-income securities (known as "Fixed Income ETFs") and equity securities (labeled "Equity ETFs"). The fund specifically targets an allocation of roughly 45% to 75% of its total assets to Equity ETFs, with approximately 25% to 55% directed towards Fixed Income ETFs.

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