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Invesco Small Cap Value A (VSCAX)

24.48 -0.22 (-0.89%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 24.70
  • YTD Return 19.45%
  • Expense Ratio 1.12%
  • Category Small Value
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 5.71B
  • Beta (5Y Monthly) 1.02
  • Yield 0.45%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.11
  • Inception Date Aug 12, 2005

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. It focuses on equity securities of small capitalization companies that Invesco Advisers, Inc. (Invesco or the Adviser), the fund's investment adviser, believes are undervalued. The principal type of equity security in which the fund invests is common stock.

Invesco

Fund Family

Small Value

Fund Category

5.71B

Net Assets

2005-08-12

Inception Date

Performance Overview: VSCAX

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Trailing returns as of 10/23/2024. Category is Small Value.

YTD Return

VSCAX
19.45%
Category
26.79%
?

1-Year Return

VSCAX
33.65%
Category
71.02%
?

3-Year Return

VSCAX
17.20%
Category
9.35%
?

5-Year Return

VSCAX
20.59%
Category
12.17%
?

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Holdings: VSCAX

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Top 10 Holdings (25.91% of Total Assets)

SymbolCompany% Assets
COHR
COHR 3.61%
WAL
WAL 3.57%
LITE
LITE 3.26%
NRG
NRG 2.49%
VRT
VRT 2.35%
GL
GL 2.30%
EWBC
EWBC 2.15%
MTZ
MTZ 2.14%
EXPE
EXPE 2.06%
WBS
WBS 1.98%

Sector Weightings

Recent News: VSCAX

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Research Reports: VSCAX

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