Invesco Small Cap Fund Quote
| SMEAX Fund | USD 15.49 1.16 6.97% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Invesco Small is trading at 15.49 as of the 17th of December 2024; that is 6.97% down since the beginning of the trading day. The fund's open price was 16.65. Invesco Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of December 2022 and ending today, the 17th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization issuers. The principal type of equity securities in which the fund invests is common stock. The funds manager considers an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000 Index. More on Invesco Small Cap
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Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Small Blend Funds, Small Blend, Invesco, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Invesco Small Cap [SMEAX] is traded in USA and was established 17th of December 2024. Invesco Small is listed under Invesco category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Invesco family. This fund at this time has accumulated 865.73 M in assets with no minimum investment requirementsInvesco Small Cap is currently producing year-to-date (YTD) return of 24.72%, while the total return for the last 3 years was 5.9%.
Check Invesco Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Small Cap Mutual Fund Constituents
| VC | Visteon Corp | Stock | Consumer Discretionary | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| SPXC | SPX Corp | Stock | Industrials | |
| AIMC | Altra Industrial Motion | Stock | Industrials | |
| HZNP | Horizon Pharma PLC | Stock | Health Care | |
| RHP | Ryman Hospitality Properties | Stock | Real Estate | |
| MTSI | MACOM Technology Solutions | Stock | Information Technology |
Invesco Small Cap Risk Profiles
| Mean Deviation | 0.9248 | |||
| Semi Deviation | 1.48 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.21 |
Invesco Small Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Small financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Small security.
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