SMERX Mutual Fund
NAV$14.57
TER1.47%
Holdings85
SMERX Mutual Fund
NAV$14.57
Invesco Small Cap Equity Fund Class R
TER1.47%
Holdings85
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SMERX Mutual Fund Performance
SMERX performance across multiple time periods: 1-month 8.22%, YTD 22.89%, 1-year 30.62%, 3-year 18.48%, 5-year 8.01%, 10-year 11.34%.
SMERX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.
SMERX performance comparison shows side-by-side returns with another fund. SMERX alternatives are available in the Mutual Fund Screener.