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Invesco Small Cap Value Y VSMIX

Analyst rating as of
NAV / 1-Day Return
23.02  /  0.09 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
11.31 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.31%
Turnover
71%
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Morningstar’s Analysis

Will VSMIX 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

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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.

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