Invesco Small is trading at 14.69 as of the 5th of January 2026; that is 2.01% up since the beginning of the trading day. The fund's open price was 14.4. Invesco Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 16th of January 2024 and ending today, the 5th of January 2026. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization issuers. The principal type of equity securities in which the fund invests is common stock. The funds manager considers an issuer 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 2000 Index. More on Invesco Small Cap
Invesco Small Cap [SMEAX] is traded in USA and was established 5th of January 2026. Invesco Small is listed under Invesco category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Invesco family. This fund at this time has accumulated 1.07 B in assets with no minimum investment requirementsInvesco Small Cap is currently producing year-to-date (YTD) return of 4.93%, while the total return for the last 3 years was 11.61%.
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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 Small Cap 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.
Other Information on Investing in Invesco Mutual Fund
Invesco Small 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 Small security.