Invesco Small Cap Growth’s team has seen some turnover in recent years, but its remaining members have shown that the robust process provides enough of an advantage to merit a Morningstar Analyst Rating of Bronze for its cheaper share classes. More-expensive share classes are rated Neutral.
Will GTSDX 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 GTSDX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of GTSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.