Invesco Growth Multi-Asset Allc ETF (DELISTED) (PSMG:DL)
16.62
0.00 (0.00%)
USD |
BATS |
Jul 03, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.32% | -0.12% | 17.81M | -- |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
-- | 34.00% | -2.966M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by allocating its assets using a growth investment style that seeks to maximize the benefits of diversification, which focuses on investing a greater portion of fund's assets in Equity ETFs, but also provides some exposure to Fixed Income ETFs. Specifically, the fund's target allocation is to invest approximately 65%-95% of its total assets in Equity ETFs and approximately 5%-35% of its total assets in Fixed Income ETFs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderately Aggressive Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Asset Allocation |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 20.00% |
MSCI ACWI NR USD | 80.00% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 6.36 yrs |
Peter Hubbard | 6.36 yrs |
Jeffrey Bennett | 3.17 yrs |
Alessio de Longis | 0.26 yrs |
Performance Versus Category
Annual Total Returns Versus Peers
As of July 03, 2023.
*Indicates data for the year is incomplete.
Basic Info
Investment Strategy | |
The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by allocating its assets using a growth investment style that seeks to maximize the benefits of diversification, which focuses on investing a greater portion of fund's assets in Equity ETFs, but also provides some exposure to Fixed Income ETFs. Specifically, the fund's target allocation is to invest approximately 65%-95% of its total assets in Equity ETFs and approximately 5%-35% of its total assets in Fixed Income ETFs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderately Aggressive Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Asset Allocation |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 20.00% |
MSCI ACWI NR USD | 80.00% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 6.36 yrs |
Peter Hubbard | 6.36 yrs |
Jeffrey Bennett | 3.17 yrs |
Alessio de Longis | 0.26 yrs |