SMEFX Mutual Fund
SMEFX Mutual Fund
Invesco Small Cap Equity Fund Cl R6
SMEFX Mutual Fund Overview
SMEFX Mutual Fund (Invesco Small Cap Equity Fund Cl R6) is managed by Invesco (US) with $292.0M in net assets. SMEFX expense ratio is 0.82%, holding 85 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2012-09-24.
SMEFX performance shows a YTD return of 23.37%. The 1-year return is 31.53% and the 5-year return is 8.79%. SMEFX dividend yield stands at 5.84%, paid annually.
SMEFX top holdings include Macom Technology Solutions Holdings (3.0%), Brightspring Hlth Services Inc (2.8%), Mks Instruments Inc (2.6%), Advanced Energy Industries, Inc. (2.5%), Viavi Solutions Inc . (2.3%). View all SMEFX holdings, sector breakdown, or dividend history.
SMEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.