Skip to Content
Morningstar

Invesco Small Cap Equity C SMECX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SMECX

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

  • People Pillar

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

Competitive, but no longer compelling.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Invesco Small Cap Equity’s management team is decent, but its Process rating has been lowered to Average from Above Average for various reasons. Investors seeking small-blend exposure have better options.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor