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.
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.