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Invesco European Small Company A ESMAX

Analyst rating as of
NAV / 1-Day Return
18.48  /  0.27 %
Total Assets
281.8 Mil
Adj. Expense Ratio
1.540%
Expense Ratio
1.540%
Fee Level
High
Longest Manager Tenure
19.48 years
Category
Europe Stock
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.95%
Turnover
6%
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Morningstar’s Analysis

Will ESMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A veteran manager will be retiring in a few months.

Senior Analyst

Summary

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Invesco announced in late May that Invesco European Small Company's lead manager, Jason Holzer, will retire as of Sept. 30, 2021. Although the other manager, Borge Endresen, will remain in place, Holzer's impending departure prompts a downgrade of this strategy's People rating to Above Average from High. As a result, the Morningstar Analyst Ratings for most share classes have been downgraded to Bronze from Silver, while the costly C shares fall to Neutral from Bronze.

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