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Morningstar

Invesco Small Cap Value A VSCAX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 18.84  /  1.15 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.120%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 79%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis VSCAX

Will VSCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of VSCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Patience is key for investors in this volatile offering.

Analyst

Summary

| by Andrew Redden

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.

Unlock our full analysis with Morningstar Investor