SMEAX Rating, Research - Invesco Small Cap Equity A

Invesco Small Cap Equity A (smeax)

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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 = 33

Threats + Weaknesses = 24

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

Fund Management Team

Fund Description Update

Invesco Small Cap Equity A (SMEAX) Description: SMEAX is a mutual fund, which is an investment that owns a basket of assets. The SMEAX 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 average fund size classification. SMEAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SMEAXs expense ratio is roughly 2%. The latest SMEAXs front end load was 6% and the back end load was 0%. The Invesco Small Cap Equity A (SMEAX) mutual fund falls under the small mixed category. SMEAX focuses its investments in USA and SMEAX is not affiliated with a particular industry or fund sector. The Invesco Small Cap Equity A (SMEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMEAXs 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-sized growth companies. A small-sized company is defined as having a market value of under $2.5 billion at the time of purchase. The Advisor seeks to purchase securities that the Adviser expects could increase in value 50% within two years.

Management Analysis Update

Performance Analysis Update