Skip to content

IMTGInvesco Agency MBS ETF

Get incomeNewRanked #1,241 of 1,650 in this goal

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

By Invesco · Launched 2026

Annual Cost

0.22%

#1,015 of 5,861 · low cost

Fund Size

$15M

#4,665 of 5,861 · small

Dividend YieldGoal

Track Record

6 months

#5,199 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,777-2.2%

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

What it actually holds

By weight

Concentration

Top 1 holdings = 5.8% of fundwell diversified

Invesco Shrt-Trm Inv Gov&Agcy InstlAGPXX
5.8%

Asset allocation

Bonds
75.1%
Cash
24.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.2%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

9.3 years

Listing

Exchange
Cboe BZX, NYSE American

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

What's next?

You've looked at IMTG. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04