GTSAX Rating, Research - Invesco Small Cap Growth A

Invesco Small Cap Growth A (gtsax)

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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 = 21

Threats + Weaknesses = 6

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

Fund Management Team

Fund Description Update

Invesco Small Cap Growth A (GTSAX) Description: GTSAX is a mutual fund, which is an investment that owns a basket of assets. The GTSAX 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 medium management tenure and is in the large fund size classification. GTSAXs minimum initial investment amount is $1000 while the IRA minimum is $250. GTSAXs expense ratio is roughly 1%. The latest GTSAXs front end load was 6% and the back end load was 0%. The Invesco Small Cap Growth A (GTSAX) mutual fund falls under the small growth category. GTSAX focuses its investments in USA and GTSAX is not affiliated with a particular industry or fund sector. The Invesco Small Cap Growth A (GTSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GTSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GTSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of small-capitalization companies (companies in the capitalization range of the Russell 2000 Index). It may invest up to 15% of assets in a basket of foreign securities or in bonds of any maturity rated as low as CC/Ca and their unrated equivalents. The fund may make limited use of certain derivatives and may short-sell up to 15% of assets for non-speculative purposes to manage volatility. The fund may not invest more than 10% of assets in cash or cash equivalents.

Management Analysis Update

Performance Analysis Update