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Morningstar

Invesco EQV Euro Small Company C ESMCX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 13.38  /  0.89 %
  • Total Assets 208.4 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.090%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Europe Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.90%
  • Turnover 10%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis ESMCX

Will ESMCX outperform in future?

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

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of ESMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A niche offering with several attractions.

Senior Analyst

Summary

| by Gregg Wolper

Invesco EQV European Small Company has a lead manager with extensive experience with European small caps; a willingness to differ from the pack; and a sound risk-adjusted record. The Morningstar Analyst Ratings of its various share classes range from Silver to Neutral, depending on the cost of the share class.

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