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.
Will SMERX 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 SMERX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of SMERX’s parent organization’s priorities and whether they’re in line with investors’ interests.