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 R5 MF is 8.41B. The market cap for tickers in the group ranges from 4.19B to 13.42B. XPO holds the highest valuation in this group at 13.42B. The lowest valued company is GOLF at 4.19B.
Volume
The average weekly volume growth across all stocks in the Invesco Small Cap Equity R5 MF was 15%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 50%
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: 42
Price Growth Rating: 48
SMR Rating: 43
Profit Risk Rating: 21
Seasonality Score: 3 (-100 ... +100)