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IMTGInvesco Agency MBS ETF

Get incomeNewRanked #1,269 of 1,706 in this goal

Seeks a high level of current income with liquidity and safety of principal.

By Invesco · Launched 2026

Annual Cost

0.22%

#1,048 of 6,040 · low cost

Fund Size

$14M

#4,769 of 6,040 · small

Return (1Y)

N/A

Track Record

7 months

#5,196 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,724-2.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 78.1% of fundconcentrated

Invesco Government & Agency Portfolio
28.7%
Uniform Mortgage-Backed Securities
9.6%
Uniform Mortgage-Backed Securities
7.9%
Government National Mortgage Association
5.2%
Uniform Mortgage-Backed Securities
4.8%
Nordea Bank Abp
4.7%
Government National Mortgage Association
4.5%
Government National Mortgage Association
4.3%
Royal Bank of Canada
4.1%
Bank of Nova Scotia
4.1%

Asset allocation

Bonds
75.4%
Cash
24.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.0 years

Avg maturity

9.2 years

Listing

Exchange
NYSE American, Cboe BZX

Full fund details

Objective
Seeks a high level of current income with liquidity and safety of principal.
Strategy
Actively manages a portfolio primarily invested in agency mortgage-backed securities issued or guaranteed by U.S. government agencies. Engages in frequent trading and utilizes derivatives for risk management and to seek increased returns.
Inception date
February 23, 2026
Fund family
Invesco

Next steps

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Data updated on 2026-09-18