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Invesco Small CapValue C VSMCX

Analyst rating as of
NAV / 1-Day Return
7.87  /  2.08 %
Total Assets
986.1 Mil
Adj. Expense Ratio
1.870%
Expense Ratio
1.870%
Fee Level
Below Average
Longest Manager Tenure
10.33 years
Category
US Fund Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
47%
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Morningstar’s Analysis

Will VSMCX 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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