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Invesco Small Cap Equity R SMERX

Analyst rating as of
NAV / 1-Day Return
15.14  /  0.13 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.560%
Expense Ratio
1.560%
Fee Level
Above Average
Longest Manager Tenure
14.83 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
35%
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Morningstar’s Analysis

Will SMERX 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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