Invesco European Small Company is a niche offering, but it approaches its limited universe with a reasonable, consistent strategy and an experienced team, earning a Morningstar Analyst Rating of Silver for all share classes except the costlier C shares, which receive a Bronze.
Will ESMYX 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 ESMYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ESMYX 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 ESMYX’s parent organization’s priorities and whether they’re in line with investors’ interests.