PSMB : Invesco Balanced Multi-Asset Allocation ETF

PSMB is a Allocation Market All-In-One with LOW fees.

PSMB

Invesco Balanced Multi-Asset Allocation ETF

FI Score

46 /100

Diversification Rating

5 /10

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

46% FI Score
  • psmb
  • ETF
  • Allocation
  • All-In-One

Invesco Balanced Multi-Asset Allocation ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide current income and capital appreciation. The fund seeks to achieve its investment objective by allocating its assets using a balanced investment style that seeks to maximize the benefits of diversification, which focuses on investing portion of fund assets both in underlying ETFs that invest in fixed-income securities (Fixed Income ETFs) as well as in underlying ETFs that invest primarily in equity securities (Equity ETFs). Specifically, the fund's target allocation is to invest approximately 45%-75% of its total assets in Equity ETFs and approximately 25%-55% of its total assets in Fixed Income ETFs. It is non-diversified.

Largest Holdings

Amount Holding
13.89% Invesco RAFI Strategic US ETF
13.27% Invesco Variable Rate Investment Grade ETF
11.91% Invesco S&P 500 Pure Growth ETF
8.10% Invesco RAFI Strategic US Small Company ETF
8.09% Invesco RAFI Strategic Developed ex-US ETF
7.55% Invesco S&P 500 Low Volatility ETF
6.51% Invesco Taxable Municipal Bond ETF
5.94% Invesco Investment Grade Defensive ETF
5.71% Invesco S&P International Developed Low Volatility ETF
4.56% Invesco Fundamental High Yield Corporate Bond ETF

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