PSMM : Invesco Moderately Conservative Multi-Asset Allocation ETF

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

PSMM

Invesco Moderately Conservative Multi-Asset Allocation ETF

FI Score

45 /100

Diversification Rating

5 /10

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

45% FI Score
  • psmm
  • ETF
  • Allocation
  • All-In-One

Invesco Moderately Conservative Multi-Asset Allocation ETF

Expenses: 0.37% (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 some capital appreciation. The fund seeks to achieve its investment objective by allocating its assets using a moderately conservative investment style that seeks to maximize the benefits of diversification, which focuses on investing portions of its assets in underlying ETFs that invest primarily in equity securities, as well as in underlying ETFs that invest primarily in fixed-income securities. Specifically, the fund's target allocation is to invest approximately 25%-55% of its total assets in equity ETFs and approximately 45%-75% of its total assets in fixed income ETFs. It is non-diversified.

Largest Holdings

Amount Holding
12.38% Invesco Variable Rate Investment Grade ETF
9.78% Invesco RAFI Strategic US ETF
9.10% Invesco S&P 500 Pure Growth ETF
7.25% Invesco Investment Grade Defensive ETF
7.14% Invesco Taxable Municipal Bond ETF
7.01% Invesco Fundamental High Yield Corporate Bond ETF
5.79% Invesco Preferred ETF
5.76% Invesco Emerging Markets Sovereign Debt ETF
5.51% Invesco PureBeta 0-5 Yr US TIPS ETF
5.28% Invesco S&P 500 Low Volatility ETF

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