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SMEAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$14.62
Change
-$0.63 (-4.13%)
Net Assets
1.05B

SMEAX Invesco Small Cap Equity A Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization issuers. The principal type of equity securities in which the fund invests is common stock. The fund's manager considers an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. It may invest up to 15% of its net assets in real estate investment trusts (REITs). It may also invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Invesco Small Cap Equity A MF is 9.09B. The market cap for tickers in the group ranges from 4.19B to 18.38B. XPO holds the highest valuation in this group at 18.38B. The lowest valued company is GOLF at 4.19B.

Volume

The average weekly volume growth across all stocks in the Invesco Small Cap Equity A MF was 32%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 80%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 35
Price Growth Rating: 46
SMR Rating: 42
Profit Risk Rating: 20
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Aim Funds Group11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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SMEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMEAX has been closely correlated with NAESX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMEAX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMEAX
1D Price
Change %
SMEAX100%
-1.55%
NAESX - SMEAX
93%
Closely correlated
-1.13%
FTHFX - SMEAX
92%
Closely correlated
-1.47%
VSCIX - SMEAX
90%
Closely correlated
-1.13%
VSMAX - SMEAX
90%
Closely correlated
-1.13%
VSCPX - SMEAX
90%
Closely correlated
-1.13%
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