Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
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.Quarterly Dividends 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 Moderately Conservative Multi-Asset Allocation ETF (PSMM) is an actively managed exchange-traded fund that seeks to maximize total return while maintaining a low risk profile through a moderately conservative multi-asset allocation strategy; it invests its assets across a diversified portfolio of other exchange-traded funds (ETFs), targeting approximately 25%-55% in equity ETFs and 45%-75% in fixed income ETFs. The fund's asset allocation includes U.S. listed bonds (approximately 48%), U.S. listed stocks (approximately 34%), international stocks (approximately 7%), international bonds (approximately 7%), preferred stocks (approximately 4%), and a small cash component; it employs a proprietary weighting scheme with 100% of assets concentrated in its top holdings, focusing on global target risk exposure in the asset allocation category. PSMM operates primarily in U.S. and international markets, serving investors seeking balanced risk-adjusted returns through diversified equity, fixed income, and alternative exposures. Headquartered in Atlanta, Georgia, the fund is issued and managed by Invesco Ltd., an independent investment management firm founded in 1935 with operations in more than 20 countries worldwide. No major recent changes, such as partnerships, acquisitions, new product launches, funding rounds, or strategic shifts specific to PSMM, have been publicly announced within the last 1-2 years; the fund continues to maintain its core moderately conservative allocation strategy amid ongoing market volatility, with recent performance reflecting year-to-date returns around 3.8% and an annual dividend yield of approximately 3.7%.