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Invesco European Small Company C ESMCX

Analyst rating as of
NAV / 1-Day Return
16.46  /  0.12 %
Total Assets
264.2 Mil
Adj. Expense Ratio
2.290%
Expense Ratio
2.290%
Fee Level
Above Average
Longest Manager Tenure
20.79 years
Category
Europe Stock
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Limited
TTM Yield
1.04%
Turnover
6%
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Morningstar’s Analysis

Will ESMCX outperform in future?

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

Manager to Retire at Invesco European Small Company

Senior Analyst

Analyst Note

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In late May 2021, Invesco announced that veteran portfolio manager Jason Holzer will retire on Sept. 30, 2021. Holzer, who focuses on small- and mid-cap stocks, is a listed manager on Invesco European Small Company ESMAX--where he is lead manager--as well as two strategies where he is co-lead manager, Invesco International Small Company IEGAX and Invesco European Growth AEDAX. Borge Endresen, another experienced manager who, like Holzer, focuses on small and midsize companies in Europe and Canada, will step into his roles. The Morningstar Analyst Rating of Invesco European Small Company is Under Review, while Invesco International Small Company and Invesco European Growth retain their People ratings and the various Morningstar Analyst Ratings assigned to their different share classes.

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