Invesco Small Cap Value relies heavily on manager Jonathan Edwards, but its process has many strong qualities. The fund’s cheaper share classes earn a Morningstar Analyst Rating of Bronze, while more-expensive shares are rated Neutral.
Morningstar’s Fund Analysis VSCAX
Will VSCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSCAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VSCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VSCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.