Invesco Balanced Multi-Asset Allocation ETF
PSMB
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 3500 Lacey Road Downers Grove IL United States of America 60515
- IPO Date
- Feb 21, 2017
- CIK
- 0001418144
- Similar Companies
- Business
- Invesco Balanced Multi-Asset Allocation ETF (PSMB) is an actively managed exchange-traded fund of funds that seeks current income and capital appreciation through a balanced global allocation strategy. The fund invests 45% to 75% of its assets in equity exchange-traded funds, 25% to 55% in fixed income exchange-traded funds, and 10% to 30% in American depositary receipts and global depositary receipts, primarily through underlying Invesco ETFs spanning U.S. listed stocks, U.S. listed bonds, international stocks, preferred stocks, international bonds, and cash equivalents. It targets diversification across multi-asset classes, including moderate allocation segments with exposure to developed markets on a global scale. Launched on February 23, 2017, and headquartered with its issuer Invesco Ltd. in Atlanta, Georgia, PSMB operates primarily on the BATS exchange and caters to investors seeking an all-in-one, low-cost asset allocation solution with an expense ratio of 0.33%. The fund's asset allocation is proprietary and actively adjusted based on market conditions to optimize benefits from diversification. In recent developments, PSMB remains part of Invesco's broader ETF lineup amid ongoing product evaluations, though it has been noted as no longer active in certain ETF databases, potentially indicating low assets under management of approximately $26 million or a shift in focus. Invesco has pursued strategic enhancements across its ETF suite, including fee reductions on comparable products like the Invesco S&P 500 BuyWrite ETF (PBP) from 0.49% to 0.29% effective January 2024, new active ETF launches in May 2025 leveraging in-house managers, and ticker/name changes for related funds such as the Invesco Rochester High Yield Municipal ETF to IROC effective February 2025. These changes reflect Invesco's commitment to cost efficiency, innovation, and portfolio alignment without specific mergers or terminations announced for PSMB itself.