Skip to Content

Invesco Small Cap Value C VSMCX

Analyst rating as of
NAV / 1-Day Return
9.16  /  0.97 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.810%
Expense Ratio
1.810%
Fee Level
Below Average
Longest Manager Tenure
12.02 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
< 0.01%
Turnover
71%

Morningstar’s Analysis

Will VSMCX outperform in future?

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

A reasonable option for those with strong stomachs.

Summary

| |

Invesco Small Cap Value’s team has more on its plate than most competitors, but its disciplined execution and meticulous self-assessment give the strategy a chance to outperform. The strategy’s cheaper share classes earn Morningstar Analyst Ratings of Bronze, while the more expensive receive Neutral.

Unlock our full analysis with Morningstar Investor