About SMEAX
The Invesco Small Cap Equity Fund Class A is a mutual fund that targets long-term capital growth by investing primarily in common stocks of small-cap U.S. companies. This fund employs a disciplined, risk-controlled approach, focusing on businesses that management believes are positioned for sustainable revenue, earnings, and cash flow growth, especially where such potential is not fully reflected in their current market valuations. The portfolio is diversified across a spectrum of industries, with significant allocations in sectors like regional banks, investment banking, biotechnology, industrial machinery, application software, and health care facilities. The fund is actively managed by a team of sector specialists with significant industry experience, who utilize thematic analysis and proprietary financial modeling to identify attractive investment opportunities. With annual distributions and a portfolio of approximately 88 holdings, the Invesco Small Cap Equity Fund Class A serves investors seeking exposure to the dynamic and diverse segment of small-cap equities, aiming to outperform its benchmark, the Russell 2000 Index, while managing volatility through prudent portfolio construction and sector expertise.
Fund Family Invesco
Category Small Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SMEAX
Share Class Class A
Index Russell 2000 TR
SMEAX had a total return of 17.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
