Advertisement
Skip to Content
Morningstar

Invesco Small Cap Growth C GTSDX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 7.90  /  1.13 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 35%

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

Morningstar’s Analysis GTSDX

Will GTSDX 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 GTSDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GTSDX 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 GTSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid small-growth option.

Analyst

Summary

| by Andrew Redden

Despite analyst turnover, Invesco Small Cap Growth’s comprehensive approach and veteran managers earn the fund’s cheaper share classes a Morningstar Analyst Rating of Bronze, while more expensive ones get Neutral.

Unlock our full analysis with Morningstar Investor