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Invesco Small Cap Value Y VSMIX

Analyst rating as of
NAV / 1-Day Return
21.40  /  2.49 %
Total Assets
2.6 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
12.44 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.17%
Turnover
79%

Morningstar’s Fund Analysis VSMIX

Will VSMIX outperform in future?

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

Patience is key for investors in this volatile offering.

Summary

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Invesco Small Cap Value relies heavily on manager Jonathan Edwards, but its process has many strong qualities. The fund’s cheaper share classes earn a Morningstar Analyst Rating of Bronze, while more-expensive shares are rated Neutral.

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