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Invesco Small Cap Value R6 SMVSX

Analyst rating as of
NAV / 1-Day Return
16.22  /  1.52 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
10.42 years
Category
US Fund Small Value
Investment Style
Small Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
47%
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Morningstar’s Analysis

Will SMVSX outperform in future?

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

A volatile offering.

Summary

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Invesco Small Cap Value suffers from an insufficient analyst staff and an uncomfortable amount of volatility, but disciplined execution and rigorous research give it a chance to outperform over a full market cycle. The strategy’s cheaper share classes earn Morningstar Analyst Ratings of Bronze, while the more expensive receive Neutral ratings.

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