Skip to Content

Invesco Small Cap Equity R SMERX

Analyst rating as of
NAV / 1-Day Return
11.39  /  1.73 %
Total Assets
1.0 Bil
Adj. Expense Ratio
1.560%
Expense Ratio
1.560%
Fee Level
Above Average
Longest Manager Tenure
15.74 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
43%
Premium

Morningstar’s Analysis

Will SMERX outperform in future?

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

A promising small-blend strategy.

Summary

| |

Invesco Small Cap Equity's team looks different than it has in previous years, but its remaining members have shown that the robust process provides enough of an advantage to merit a Morningstar Analyst Rating of Bronze for cheaper share classes. More expensive share classes are rated Neutral.

Unlock our full analysis with Morningstar Premium