About INSLX
The Invesco International Small-Mid Company Fund Class R5 is a mutual fund that targets capital appreciation by investing primarily in equities of small- and mid-cap companies located outside the United States. Focusing on international markets, the fund provides diversified exposure to dynamic growth opportunities across various sectors and regions, which can include Europe, Asia, and other non-US markets. Its strategy seeks to identify firms exhibiting strong business models, healthy balance sheets, and superior returns on capital, while managing both upside potential and downside risks through disciplined research and portfolio construction. The fund typically holds over 100 securities, representing industries such as healthcare, industrials, and technology, with recent top holdings including companies like Carl Zeiss Meditec, Partners Group, and Weir. Designed to complement US-centric portfolios, it appeals to investors seeking to diversify geographically and participate in the growth potential of international small- and mid-sized enterprises. Managed by Invesco’s experienced investment team, the fund plays a significant role in broadening access to market segments that are often underrepresented in traditional investment portfolios.
Fund Family Invesco
Category Foreign Small/Mid Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol INSLX
Index MSCI All Country World Ex-US Small Mid Cap NR
INSLX had a total return of 5.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.85%.
