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Invesco Small Cap Equity R SMERX

Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 11.36  /  0.53 %
  • Total Assets 951.2 Mil
  • Adj. Expense Ratio
  • 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%

Morningstar’s Analysis SMERX

Will SMERX outperform in future?

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

Disciplined and opportunistic.



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