Invesco Balanced Multi-Asset Allocation ETF (PSMB) Research

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.

Market snapshot

Symbol
PSMB
Price
$14.79
Day change
-0.24%
Market cap
$26.1M
52-week range
14.44-15.55
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Cabana Target Leading Sector Conservative ETF (CLSC)
  • VictoryShares US Small Cap Volatility Wtd ETF (CSA)
  • iShares Focused Value Factor ETF (FOVL)
  • First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)
  • Invesco Growth Multi-Asset Allocation ETF (PSMG)
  • Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM)
  • First Trust Small Cap US Equity Select ETF (RNSC)
  • Sound Enhanced Fixed Income ETF (SDEF)

Open Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.