Invesco Small Cap Equity’s team has dealt with turnover, but its robust process elevates it from many of its competitors. That advantage is enough to award the strategy’s cheapest share classes a Morningstar Analyst Rating of Bronze, but its more expensive share classes warrant Neutral ratings.
Will SMEIX 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 SMEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMEIX 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 SMEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.