About ESMCX
The Invesco EQV European Small Company Fund Class C is a mutual fund focused on delivering long-term capital growth by investing predominantly in small-capitalization companies across Europe. The fund typically allocates at least 80% of its assets to equities of European issuers with smaller market capitalizations, targeting firms that are often overlooked compared to their larger counterparts. This approach provides investors with access to the dynamic small-cap segment in key European markets, including developed economies such as the United Kingdom, Germany, France, and Switzerland, as well as select emerging markets in the region.
Managed by a team of experienced professionals, the fund maintains a diversified portfolio—recently comprising around 59 holdings—with notable investments in sectors like technology, industrials, consumer cyclical, financials, and energy. The strategy is benchmarked against the MSCI Europe Small Cap Index and aims to capitalize on the growth potential and innovation typically associated with smaller firms. Through its diversified exposure, the fund plays a vital role for investors seeking to diversify their international holdings and tap into the growth opportunities of the European small-cap sector.
Fund Family Invesco
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ESMCX
Share Class Class C
Index MSCI Europe Small Cap NR USD
ESMCX had a total return of 23.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.45%.
