ESMAX – Invesco Global Small Cap Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. The principal types of equity securities in which the fund invests are common and preferred stock. The fund can also invest in depositary receipts, rights and warrants.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESMYX	Invesco Global Small Cap Equity Fund Class Y	Institutional	Open	—		Oct 3, 2008	$52.47M	1.000%	Average	$1,000	−$25.56M
ESMAX	Invesco Global Small Cap Equity Fund Class A	Front Load	Open	—		Aug 31, 2000	$98.95M	1.250%	Average	$1,000	−$15.00M
ESMCX	Invesco Global Small Cap Equity Fund Class C	Level Load	Open	—		Aug 31, 2000	$1.63M	2.000%	Average	$1,000	−$12,183.67
ESMSX	Invesco Global Small Cap Equity Fund Class R6	Retirement, Large	Open	—		Apr 4, 2017	$9.10M	0.890%	Above Average	$1M	−$1.54M

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