Invesco SmallCapValue C (VSMCX)
* As of 31-Jul-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for VSMCX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.87%|
Performance & Risk
|5y Avg Return:||12.60%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.53%|
|Morningstar Risk Rating:||3|
The investment seeks capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small capitalization companies at the time of investment. The adviser considers a company to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000Â® Index. The fund may invest up to 25% of its total assets in securities of foreign issuers, including developing or emerging market countries, and may invest up to 15% of its total assets in real estate investment trusts (REITs). View More