Nasdaq - Delayed Quote USD

Invesco Small Cap Growth R (GTSRX)

25.88 +0.25 (+0.98%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 25.63
  • YTD Return 13.14%
  • Expense Ratio 1.42%
  • Category Small Growth
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.96B
  • Beta (5Y Monthly) 1.15
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend --
  • Inception Date Sep 24, 2012

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization issuers and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The fund's 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.

Invesco

Fund Family

Small Growth

Fund Category

1.96B

Net Assets

2012-09-24

Inception Date

Performance Overview: GTSRX

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Trailing returns as of 11/6/2024. Category is Small Growth.

YTD Return

GTSRX
13.14%
Category
12.40%
?

1-Year Return

GTSRX
35.41%
Category
55.69%
?

3-Year Return

GTSRX
8.58%
Category
19.34%
?

5-Year Return

GTSRX
7.93%
Category
20.72%
?

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Holdings: GTSRX

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Top 10 Holdings (13.41% of Total Assets)

SymbolCompany% Assets
THC
Tenet Healthcare Corporation 1.64%
GWRE
Guidewire Software, Inc. 1.50%
X.TO
TMX Group Limited 1.42%
CLH
Clean Harbors, Inc. 1.39%
AAON
AAON, Inc. 1.34%
COHR
Coherent Corp. 1.33%
LRN
Stride, Inc. 1.22%
ESI
Element Solutions Inc 1.20%
EXP
Eagle Materials Inc. 1.19%
TLN
Talen Energy Corporation 1.18%

Sector Weightings

Recent News: GTSRX

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Research Reports: GTSRX

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