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Invesco Small Cap Value C (VSMCX)

11.60 +0.12 (+1.05%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 11.48
  • YTD Return 18.77%
  • Expense Ratio 1.87%
  • 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 0.38%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.05
  • 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: VSMCX

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Trailing returns as of 10/28/2024. Category is Small Value.

YTD Return

VSMCX
18.77%
Category
26.79%
?

1-Year Return

VSMCX
32.72%
Category
71.02%
?

3-Year Return

VSMCX
16.34%
Category
9.35%
?

5-Year Return

VSMCX
19.75%
Category
12.17%
?

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Holdings: VSMCX

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Top 10 Holdings (25.91% of Total Assets)

SymbolCompany% Assets
COHR
Coherent Corp. 3.61%
WAL
Western Alliance Bancorporation 3.57%
LITE
Lumentum Holdings Inc. 3.26%
NRG
NRG Energy, Inc. 2.49%
VRT
Vertiv Holdings Co 2.35%
GL
Globe Life Inc. 2.30%
EWBC
East West Bancorp, Inc. 2.15%
MTZ
MasTec, Inc. 2.14%
EXPE
Expedia Group, Inc. 2.06%
WBS
Webster Financial Corporation 1.98%

Sector Weightings

Recent News: VSMCX

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Research Reports: VSMCX

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