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Morningstar

Invesco Small Cap Equity R SMERX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 11.36  /  0.53 %
  • Total Assets 951.2 Mil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SMERX

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

People Pillar

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

Disciplined and opportunistic.

Analyst

Summary

| by Andrew Redden

Invesco Small Cap Equity’s robust, proven approach, and small team of industry veterans earn the fund’s cheaper share classes Morningstar Analyst Ratings of Bronze, while more-expensive ones get Neutral.

Unlock our full analysis with Morningstar Investor