SMERX Mutual Fund (Invesco Small Cap Equity Fund Class R) is managed by Invesco (US). SMERX expense ratio is 1.47%, holding 85 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2002-06-03.

SMERX performance shows a YTD return of 22.89%. The 1-year return is 30.62% and the 5-year return is 8.01%. SMERX dividend yield stands at 8.73%, paid annually.

SMERX 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 SMERX holdings, sector breakdown, or dividend history.

SMERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMERX alternatives are available via the screener, along with tax-loss harvesting opportunities.