PSMC

Invesco Conservative Multi-Asset Allocation ETF
*Unless otherwise stated, data provided by FactSet.

PSMC Fund Description

PSMC is an actively managed fund-of-funds that seeks strong total returns over a full market cycle while maintaining a conservative risk profile relative to the stock market.

PSMC Factset Analytics Insight

PSMC provides an all-in-one asset-allocation portfolio, tuned for a conservative risk profile. The fund invests primarily in Invesco ETFs, keeping 50 to 80% of its assets in fixed income funds and the rest in equity. Equity investments may include US and developed international large- and midcap stocks, while the fixed income component may include Treasurys, investment-grade corporates, and smaller stakes in junk bonds, emerging market sovereign debt, preferred stock, and bank loans. Overall non-US exposure will range from 5 to 10%. Of course, PSMC is actively managed, so the fund’s manager need not follow this description to the letter when fulfilling the fund’s objective.PSMC launched in February 2017 as the most conservative of four target-risk funds from PowerShares. While this suite is reasonably priced, they’re still more expensive than a competing target-risk suite from iShares. Consider AOK, the iShares fund that most directly competes with PSMC.

PSMC Charts And Performance

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PERFORMANCE [as of 11/14/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PSMC 0.89% 2.04% 11.84% 10.29% -- -- --
PSMC (NAV) 0.86% 2.21% 11.71% 10.02% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PSMC Summary Data

Invesco
02/23/17
Open-Ended Fund
0.39%
$3.91M
0.28%

PSMC Portfolio Data

5.09%
09/23/19

PSMC Index Data

No Underlying Index
Proprietary
Proprietary
N/A

PSMC Fund Structure

No
Yes
100% / 0%
N/A
N/A
High
N/A
N/A

PSMC Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

PSMC Factset Analytics Block Liquidity

As of 11/15/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of PSMC. PSMC is rated a 1 out of 5.

PSMC Tradability

1,196
$17.07K
689
$9.35K
0.28%
$0.04
0.11%
0.69% / -0.40%
None
100.00%
100,000
0.01
0.04%
143.45%
0
$13.06
1