Invesco Small is trading at 27.46 as of the 20th of January 2026; that is 0.51% down since the beginning of the trading day. The fund's open price was 27.6. Invesco Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2025 and ending today, the 20th of January 2026. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. It focuses on equity securities of small capitalization companies that Invesco Advisers, Inc. More on Invesco Small Cap
Invesco Small Cap [VSCAX] is traded in USA and was established 20th of January 2026. Invesco Small is listed under Invesco category by Fama And French industry classification. The fund is listed under Small Value category and is part of Invesco family. This fund at this time has accumulated 8.17 B in net assets with no minimum investment requirementsInvesco Small Cap is currently producing year-to-date (YTD) return of 7.23% with the current yeild of 0.0%, while the total return for the last 3 years was 22.17%.
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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.