About IEGAX
Invesco EQV International Small Company Fund Class A is an actively managed mutual fund focused on international small-cap equities. The fund invests primarily in equity securities and depositary receipts of companies domiciled outside the United States, targeting small-cap firms with a market capitalization generally below $5 billion at initial purchase. Its investment approach uses a distinctive EQV strategy—emphasizing Earnings, Quality, and Valuation in a bottom-up selection process to identify attractively valued, high-quality growth companies. The portfolio is geographically diversified, with key holdings in the United Kingdom, Japan, France, Germany, and emerging markets such as China and Brazil. Sector allocation is broad, spanning industrial machinery, investment banking, leisure products, IT consulting, and specialty chemicals. The fund aims to capture growth opportunities in dynamic smaller companies that are often underrepresented in global indices. By focusing on foreign small-cap stocks, the fund offers investors exposure to global economic trends and innovative businesses beyond large-cap multinationals, serving as a specialized vehicle for international diversification within the broader equity market landscape.
Fund Family Invesco
Category Foreign Small/Mid Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IEGAX
Share Class Class A
Index MSCI ACWI Ex US Small Cap ND
IEGAX had a total return of 25.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.04%.
