Invesco European Small Fund Quote
| ESMCX Fund | USD 14.28 0.13 0.92% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Invesco European is trading at 14.28 as of the 27th of November 2024; that is 0.92 percent increase since the beginning of the trading day. The fund's open price was 14.15. Invesco European has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Invesco European Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in securities of small-capitalization European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund may invest up to 35 percent of its net assets in securities of European issuers located in emerging market countries, i.e., those that are generally in the early stages of their industrial cycles. More on Invesco European Small
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Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Europe Stock Funds, Europe Stock, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Invesco European Small [ESMCX] is traded in USA and was established 27th of November 2024. Invesco European is listed under Invesco category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of Invesco family. This fund currently has accumulated 205.9 M in assets under management (AUM) with no minimum investment requirementsInvesco European Small is currently producing year-to-date (YTD) return of 1.75% with the current yeild of 0.04%, while the total return for the last 3 years was 0.09%.
Check Invesco European Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco European Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco European Small Mutual Fund Constituents
| HLAN | Heartland Banccorp | OTC Stock | Financials | |
| KRDXF | Kardex Holding AG | Pink Sheet | Specialty Industrial Machinery |
Invesco European Small Risk Profiles
| Mean Deviation | 0.5608 | |||
| Standard Deviation | 0.7301 | |||
| Variance | 0.5331 | |||
| Risk Adjusted Performance | (0.1) |
Invesco European Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco European financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco European security.
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