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PCEFInvesco CEF Income Composite ETF

Get income16y track recordRanked #874 of 1,706 in this goal

Tracks the investment results of the S-Network Composite Closed-End Fund Index.

By Invesco · Launched 2010

Annual Cost

2.71%

#6,001 of 6,040 · expensive

Fund Size

$812M

#1,305 of 6,040 · large

Return (1Y)

+5.9%

Track Record

16 years

#752 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,308+3.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

Global

Strategy

Index tracking

Index tracked

S-Network Composite Closed-End Fund Index

Holdings

By weight

Concentration

Top 10 holdings = 26.9% of funddiversified

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
4.2%
Invesco Private Prime Fund
3.0%
Nuveen Preferred & Income Opportunities Fund
2.9%
BlackRock Science & Technology Term Trust
2.5%
Nuveen S&P 500 Buy-Write Income Fund
2.5%
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
2.5%
BlackRock Enhanced Equity Dividend Trust
2.4%
Eaton Vance Tax-Managed Diversified Equity Income Fund
2.3%
BlackRock Capital Allocation Term Trust
2.3%
Nuveen NASDAQ 100 Dynamic Overwrite Fund
2.2%

Asset allocation

Stocks
55.9%
Bonds
41.6%
Preferred
5.8%
Other
5.4%
Convertible
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.5%Low

Year-on-year price swings

Max drawdown
-38.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection

Bond profile

Duration

6.6 years

Avg maturity

9.7 years

Credit ratings

US Government
9.2%
AAA
3.3%
AA
11.2%
A
2.9%
BBB
17.9%
BB
23.5%
B
26.3%
Below B
12.6%
Other
2.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S-Network Composite Closed-End Fund Index.
Strategy
Invests at least 90% of total assets in U.S.-listed closed-end funds that produce taxable annual yield, employing a fund of funds structure and full replication methodology to match the Underlying Index's weightings.
Inception date
February 19, 2010
Fund family
Invesco

Next steps

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Data updated on 2026-09-18