ESMAX Rating, Research - Invesco European Small Company A

Invesco European Small Company A (esmax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 14

When strengths & opportunities substantially exceed threats & weaknesses an investment in the esmax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco European Small Company A (ESMAX) Description: ESMAX is a mutual fund, which is an investment that owns a basket of assets. The ESMAX mutual fund was provided by Invesco and this investment vehicle derives the majority of its value from equity holdings (stocks). Invescos mutual fund has a long management tenure and is in the average fund size classification. ESMAXs minimum initial investment amount is $1000 while the IRA minimum is $250. ESMAXs expense ratio is roughly 2%. The latest ESMAXs front end load was 6% and the back end load was 0%. The Invesco European Small Company A (ESMAX) mutual fund falls under the europe stock category. ESMAX focuses its investments in EU and ESMAX is not affiliated with a particular industry or fund sector. The Invesco European Small Company A (ESMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ESMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ESMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of small European companies that have a market capitalization, at the time of purchase, no larger than the largest capitalized company included in the Russell 2000 Index during the most recent 11-month period plus the most recent data during the current month. It is non-diversified.

Management Analysis Update

Performance Analysis Update