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.
Invesco European Small Company Y ESMYX
NAV / 1-Day Return
17.54
/
0.29
%
Total Assets
256.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.290%
Expense Ratio
1.290%
Fee Level
High
Longest Manager Tenure
20.68
years
Category
Europe Stock
Investment Style
Small BlendMin. Initial Investment
1,000
Status
Limited
TTM Yield
0.98%
Turnover
6%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ESMYX 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 ESMYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of ESMYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An adventurous yet somewhat cautious offering.
