PSMM ETF Report: Ratings, Analysis, Quotes, Holdings

Popular PSMM Comparisons: PSMM vs AOM, PSMM vs EAOM, PSMM vs CLSM, PSMM vs AOR, PSMM vs AOA

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*Unless otherwise stated, data provided by FactSet.

PSMM Fund Description

PSMM is an actively-managed fund-of-funds that provides income and capital appreciation with a moderately conservative risk profile.

PSMM Factset Analytics Insight

PSMM offers a portfolio of equity and fixed income funds, tuned for a moderate-to-conservative risk profile. The fund invests primarily in Invesco ETFs, keeping 45%-75% of its assets in fixed income funds and rest in equity. Equity investments may include US and developed international total-market 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, including foreign stocks and bonds as well as ADRs and GDRs, will range from 5 to 25%. PSMM is actively managed, so the fund’s manager need not follow this description to the letter when fulfilling the fund’s objective. PSMM is one of four target-risk funds from PowerShares launched in February 2017.

PERFORMANCE [as of 06/27/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

PSMM -4.53% -7.07% -12.32% -8.65% 3.69% -- --

PSMM (NAV) -4.75% -7.33% -12.19% -8.61% 3.74% 4.62% --

No Underlying Index -- -- -- -- -- -- --

N/A -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PSMM Summary Data

Invesco

02/23/17

Open-Ended Fund

0.33%

$18.52M

0.40%

AOM, EAOM, CLSM

Fund Home Page

PSMM Portfolio Data

2.53%

N/A

PSMM Index Data

No Underlying Index

Proprietary

N/A

PSMM Fund Structure

Yes

-- / --

N/A

High

N/A

Leverage Reset Frequency N/A

PSMM Tax Exposures

20.00% / 39.60%

0.68%

PSMM Factset Analytics Block Liquidity

As of 06/29/22

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

PSMM Tradability

35,658

$508.38K

6,977

$99.39K

0.40%

$0.06

0.12%

0.59% / -0.35%

None

100.00%

10,000

0.70

0.32%

0.65%

$13.72

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