SMERX Mutual Fund
SMERX Mutual Fund
NAV$13.57
TER1.47%
Holdings80
See how much of SMERX you already own
SMERX Mutual Fund
NAV$13.57
Invesco Small Cap Equity Fund Class R
TER1.47%
Holdings80
See how much of SMERX you already own
SMERX Mutual Fund Sector Allocation
SMERX sector allocation breaks down across Financials (18.2%), Industrials (17.7%), Information Technology (17.2%), Health Care (15.2%), Consumer Discretionary (9.4%). Across 80 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SMERX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SMERX by country shows geographic exposure. SMERX overlap reveals how sector exposure compares with other funds.