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 volatility | 15.29% |
| 3Y volatility | 11.90% |
| Sharpe ratio | 0.48 |
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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