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Invesco Small Cap Equity R5 SMEIX

Analyst rating as of
NAV / 1-Day Return
19.93  /  0.60 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
15.03 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.22%
Turnover
43%
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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 strategy's team needs to prove itself.

Summary

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Invesco Small Cap Equity's team continued to deal with turnover in 2020, but its robust process is strong enough to earn the strategy’s cheapest share classes a Morningstar Analyst Rating of Bronze. Its more expensive share classes receive Neutral ratings.

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