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.
Invesco Small Cap Value A VSCAX
NAV / 1-Day Return
16.40
/
3.21
%
Total Assets
2.0 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Low
Longest Manager Tenure
12.26
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.03%
Turnover
79%
Morningstar’s Fund 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.
