Invesco European Small Company has a stable, long-tenured team running a time-tested approach that has handled the risks of its limited universe well, including during the recent bear market. The fund retains its Morningstar Analyst Rating of Silver for all share classes except the costlier C shares, which receive a Bronze.
Will ESMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESMCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ESMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ESMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.