The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMEYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SMEYX 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 SMEYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Ups and downs.
Gregg Wolper
Senior Analyst
Summary
Invesco Small Cap Equity (including a mutual fund and a nearly identical separate account) has its strong points, but there are caveats as well.