SMVSX – Fund Analysis – Invesco Small Cap Value R6 | Morningstar

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Will SMVSX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMVSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SMVSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SMVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Analyst Andrew Redden

Andrew Redden

Analyst

Summary

A skilled lead manager backed by a capable team earn Invesco Small Cap Value a People rating upgrade to Above Average from Average, making it a solid choice for small-value investors.

by Andrew Redden

Rated on Aug 14, 2024 Published on Aug 14, 2024

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