Invesco Small Cap Value's brutal slide during the coronavirus sell-off is a stain on its record. However, its merits still make the fund worth considering, and it retains its Morningstar Analyst Rating of Bronze for all share classes.
Will VSMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSMCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VSMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VSMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares VSMCX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether VSMCX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.