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Invesco Small Cap Equity R5 SMEIX

Analyst rating as of
NAV / 1-Day Return
14.13  /  0.98 %
Total Assets
796.3 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
14.39 years
Category
US Fund Small Blend
Investment Style
Small Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
35%
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Morningstar’s Analysis

Will SMEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This team needs to prove itself.

Summary

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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.

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