is to deliver the characteristics of the small-cap asset class, but their goal is to outperform the market and We use cookies on our website to improve your online experience and analyse our traffic. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. You are now leaving invesco.com. Find out more about our use of … SMALL CAP EQUITY FUND SERIES I- Performance charts including intraday, historical charts and prices and keydata. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. The fund’s investment objective is long-term growth of capital. Invesco India Smallcap Fund - Regular Plan. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products, as well as the Invesco leisure products. The Fund's foreign investments may be affected by changes in a foreign country's exchange rates, political and social instability, changes in economic or taxation policies, difficulties when enforcing obligations, decreased liquidity, and increased volatility. 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. RIMES Technologies Corp.,StyleADVISOR, Benchmark:  Please keep in mind that high, double-digit and/or triple-digit returns are highly unusual and cannot be sustained. This portion of the Invesco website is specifically prepared for institutional investors in the US. Effective September 30, 2020, Invesco Oppenheimer International Small-Mid Company Fund was renamed Invesco International Small-Mid Company Fund. They also may be illiquid or restricted as to resale, or may trade less frequently and in smaller volumes, all of which may cause difficulty when establishing or closing a position at a desirable price. Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail Products, Collective Trust Funds and CollegeBound 529. The fund seeks long-term growth of capital by investing primarily in common stocks of small-cap companies that management believes can generate sustainable growth in revenue, earnings and cash flow that is not fully reflected in investor expectations or equity valuations. Foreign companies may be subject to less regulation resulting in less publicly available information about the companies. Objective & Strategy The fund seeks long term growth of capital by investing primarily in a portfolio of equity securities of small-capitalization companies that the fund’s investment adviser believes are undervalued. The holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. and Standard & Poor's. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. Market Risk. Learn more about mutual funds at fidelity.com. It invests primarily in equity securities. No history records found for this date range. Learn more about mutual funds at fidelity.com. Individual investors include, current investors; prospective investors, and plan administrators. Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. A small-cap fund that targets high quality companies with sustainable, above average growth. The team's mission is to deliver the characteristics of the small-cap asset class, but their goal is to outperform the market and peers with less risk. Invesco does not guarantee any claims or assume any responsibility for any of the content. This information is updated per the most recent prospectus. Ratings are subject to change monthly. Invesco Funds - Invesco Global Small Cap Equity Fund A Annual Distribution USD + Add to watchlist. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. By continuing to browse our website, you consent to our use of cookies . Small-cap companies are less-followed by analysts, so experienced analysts, doing in-depth research, are Data is usually updated between 3 and 6 p.m. CST. This information is updated per the most recent prospectus. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. and Standard & Poor's. The principal type of equity security in which the fund invests is common stock. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Start a 14 … Past performance does not guarantee future results. peers with less risk. INVESCO V.I. Russell 2000 Growth IX Tr, NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE. The information contained herein is proprietary to Morningstar and/or its content providers. Analyze the Fund Invesco Main Street Small Cap Fund Class A having Symbol OSCAX for type mutual-funds and perform research on other mutual funds. Share class returns will differ from the predecessor fund due to a change in expenses and sales charges. This information is intended for US residents. The fund seeks long-term growth of capital by investing primarily in common stocks of small-cap companies that management believes can generate sustainable growth in revenue, earnings and cash flow that is not fully reflected in investor expectations or equity valuations. Holdings are subject to change and are not buy/sell recommendations. The prices of and the income generated by the Fund's securities may decline in response to, among other things, investor sentiment, general economic and market conditions, regional or global instability, and currency and interest rate fluctuations. Management Risk. Annualized Benchmark Returns. as of 12/31/2020 The principal type of equity security in which the fund invests is common stock. It invests primarily in equity securities of small-capitalization companies that the fund's investment adviser believes have above-average potential for capital appreciation. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. An investment cannot be made directly in an index. ©2021 Morningstar Inc. All rights reserved. 7.66 13.93 1. Get detailed Portfolio analysis for Invesco India Smallcap Fund. Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. Ratings for other share classes may differ due to different performance characteristics. Source: A small-cap fund that targets high quality companies with sustainable, above average growth. N/As may appear until data is available. Annualized Benchmark Returns. Small- and Mid-Capitalization Risks. Product information for the Invesco Continental European Small Cap Equity Fund We use cookies on our website to improve your online experience and analyse our traffic. See Invesco Small Cap Value Fund (VSCAX) mutual fund ratings from all the top fund analysts in one place. Invesco S&P SmallCap 600 Revenue ETF (RWJ): RWJ seeks to track the investment results of the S&P Small Cap 600 Revenue-Weighted Index.The fund … Investors should consult a financial advisor/financial consultant before making any investment decisions. As of 01/31/2021 the Fund had an overall rating of 4 stars out of 574 funds and was rated 3 stars out of 574 funds, 3 stars out of 503 funds and 4 stars out of 379 funds for the 3-, 5- and 10- year periods, respectively. Add to watchlist. In addition to EQAL, Invesco offers an extensive lineup of equal-weight ETFs, including sector funds and funds addressing small caps and other assets classes. GTSYX | A complete Invesco Small Cap Growth Fund;Y mutual fund overview by MarketWatch. Ratings are calculated for funds with at least a three year history. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Invesco International Small-Mid Company's manager has more support than he had when he arrived a year ago, earning the fund's Y, R5, and … Effective September 30, 2020, Invesco Oppenheimer Main Street Small Cap Fund was renamed Invesco Main Street Small Cap Fund. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. You are now leaving invesco.com. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Small Cap Fund : Fund has 98.68% investment in indian stocks of which , 10.92% is in mid cap stocks, 77.43% in small cap stocks. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.". Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated. as of 12/31/2020 12/31/2020. NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.". 37841 319-37841 Invesco Mutual Fund The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies. LU1775975201:USD. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. As of 01/31/2021 the Fund had an overall rating of 4 stars out of 630 funds and was rated 5 stars out of 630 funds, 4 stars out of 526 funds and 3 stars out of 368 funds for the 3-, 5- and 10- year periods, respectively. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Compelling Wealth Management Conversations, Acquired Fund Fees and Expenses (Underlying Fund Fees & Expenses), Net Expenses - With Additional Fee Reduction, {{histTableData.rateDate | date : 'MM/dd/yyyy'}}, {{histTableData.netAssetValue | numberValue}}, {{histTableData.offeringPrice | numberValue}}, {{distribution.rateDate | date : 'MM/dd/yyyy'}}, {{distribution.dividendFactor | numberValue:4:'N/A'}}, {{distribution.capGainsFactorShort | numberValue:4:'N/A'}}, {{distribution.capGainsFactorLong | numberValue:4:'N/A'}}, {{distribution.reinvestmentPrice | numberValue:3:'N/A'}}, Invesco Balanced-Risk Commodity Strategy Fund, Invesco Balanced-Risk Retirement 2020 Fund, Invesco Balanced-Risk Retirement 2030 Fund, Invesco Balanced-Risk Retirement 2040 Fund, Invesco Balanced-Risk Retirement 2050 Fund, Invesco Balanced-Risk Retirement Now Fund, Invesco Emerging Markets Select Equity Fund, Invesco Environmental Focus Municipal Fund, Invesco Global Low Volatility Equity Yield Fund, Invesco Intermediate Term Municipal Income Fund, Invesco International Small-Mid Company Fund, Invesco Limited Term California Municipal Fund, Invesco Limited Term Municipal Income Fund, Invesco Oppenheimer Global Strategic Income Fund, Invesco Oppenheimer International Growth Fund, Invesco Oppenheimer SteelPath MLP Select 40 Fund, Invesco Rochester AMT-Free New York Municipal Fund, Invesco Rochester Limited Term New York Municipal Fund, Invesco Rochester Municipal Opportunities Fund, Invesco Rochester New York Municipals Fund, Invesco Select Risk: Conservative Investor Fund, Invesco Select Risk: Growth Investor Fund, Invesco Select Risk: High Growth Investor Fund, Invesco Select Risk: Moderate Investor Fund, Invesco Select Risk: Moderately Conservative Investor Fund, Invesco Short Duration High Yield Municipal Fund, Invesco Short Duration Inflation Protected Fund. on various small-cap portfolios. ©2021 Morningstar Inc. All rights reserved. Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail Products, Collective Trust Funds and CollegeBound 529. as of 12/31/2020. Invesco does not guarantee any claims or assume any responsibility for any of the content. Data is usually updated between 3 and 6 p.m. CST. A large-cap blend mutual fund that invests in U.S. dividend growth stocks, OARDX's biggest sector by weight is information technology at 23% of the fund, followed by 20% in financials. Past performance does not guarantee future results. This information is intended for US residents. Individual investors include, current investors; prospective investors, and plan administrators. Investing primarily in common stocks of small-cap companies that management believes can generate sustainable growth in revenue, earnings and cash flow that is not fully reflected in investor expectations or equity valuations. An investment cannot be made directly in an index. more likely to gain an information advantage. Please keep in mind that high, double-digit and/or triple-digit returns are highly unusual and cannot be sustained. Invesco India Smallcap Fund - Direct Plan 37843 319-37843 Invesco Mutual Fund The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies. Style-Specific Broad-Based. Learn everything you need to know about Invesco S&P SmallCap Info Tech ETF (PSCT) and how it ranks compared to other funds. The Fund seeks to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities of small- capitalization companies. meet an old need. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. By continuing to browse our website, you consent to our use of cookies. US small caps include entrepreneurial businesses, which innovate to create new markets or a new way to 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. 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. Product information for the Invesco Nippon Small/Mid Cap Equity Fund. RIMES Technologies Corp.,StyleADVISOR. The securities of small- and mid-sized companies may be more volatile due to less market interest and less publicly available information about the issuer. SMERX | A complete Invesco Small Cap Equity Fund;R mutual fund overview by MarketWatch. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Please keep in mind that high, double-digit and/or triple-digit returns are highly unusual and cannot be sustained. Find the latest Invesco Small Cap Value Fd Cl A (VSCAX) stock quote, history, news and other vital information to help you with your stock trading and investing. The … Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Lead manager Juliet Ellis developed a well-defined investment process and has used it to successfully Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. View mutual fund news, mutual fund market and mutual fund interest rates. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. No history records found for this date range. Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated. The Fund seeks to provide long-term growth of capital by investing primarily in equity securities of companies included in the Russell 2000 Index. Learn about OSCAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Analyze the Fund Invesco Small Cap Growth Fund Class C having Symbol GTSDX for type mutual-funds and perform research on other mutual funds. The investment techniques and risk analysis used by the Fund's portfolio managers may not produce the desired results. Ratings are subject to change monthly. It invests primarily in equity securities. Foreign Securities Risk. View mutual fund news, mutual fund market and mutual fund interest rates. Compelling Wealth Management Conversations, Individual Investor & Retirement Plan Participant, Acquired Fund Fees and Expenses (Underlying Fund Fees & Expenses), Net Expenses - With Additional Fee Reduction, {{histTableData.rateDate | date : 'MM/dd/yyyy'}}, {{histTableData.netAssetValue | numberValue}}, {{histTableData.offeringPrice | numberValue}}, {{distribution.rateDate | date : 'MM/dd/yyyy'}}, {{distribution.dividendFactor | numberValue:4:'N/A'}}, {{distribution.capGainsFactorShort | numberValue:4:'N/A'}}, {{distribution.capGainsFactorLong | numberValue:4:'N/A'}}, {{distribution.reinvestmentPrice | numberValue:3:'N/A'}}, Invesco Balanced-Risk Commodity Strategy Fund, Invesco Balanced-Risk Retirement 2020 Fund, Invesco Balanced-Risk Retirement 2030 Fund, Invesco Balanced-Risk Retirement 2040 Fund, Invesco Balanced-Risk Retirement 2050 Fund, Invesco Balanced-Risk Retirement Now Fund, Invesco Emerging Markets Select Equity Fund, Invesco Environmental Focus Municipal Fund, Invesco Global Low Volatility Equity Yield Fund, Invesco Intermediate Term Municipal Income Fund, Invesco International Small-Mid Company Fund, Invesco Limited Term California Municipal Fund, Invesco Limited Term Municipal Income Fund, Invesco Oppenheimer Global Strategic Income Fund, Invesco Oppenheimer International Growth Fund, Invesco Oppenheimer SteelPath MLP Select 40 Fund, Invesco Rochester AMT-Free New York Municipal Fund, Invesco Rochester Limited Term New York Municipal Fund, Invesco Rochester Municipal Opportunities Fund, Invesco Rochester New York Municipals Fund, Invesco Select Risk: Conservative Investor Fund, Invesco Select Risk: Growth Investor Fund, Invesco Select Risk: High Growth Investor Fund, Invesco Select Risk: Moderate Investor Fund, Invesco Select Risk: Moderately Conservative Investor Fund, Invesco Short Duration High Yield Municipal Fund, Invesco Short Duration Inflation Protected Fund. This portion of the Invesco website is specifically prepared for institutional investors in the US. Source: Ratings for other share classes may differ due to different performance characteristics. Ratings are calculated for funds with at least a three year history. manage small-cap portfolios for two decades. as of 12/31/2020 12/31/2020. Investors should consult a financial advisor/financial consultant before making any investment decisions. Stocks of small- and mid-sized companies tend to be more vulnerable to adverse developments and may have little or no operating history or track record of success, and limited product lines, markets, management and financial resources. Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt. Holdings are subject to change and are not buy/sell recommendations. 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