SMEIX Invesco Small Cap Equity R5 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend

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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 manager considers a small-capitalization issuer to be one that has a market capitalization no larger than the market capitalization of the largest capitalized issuer included in the Russell 2000® Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month.

Market Cap

The average market capitalization across the Invesco Small Cap Equity R5 MF is 13.8B. The market cap for tickers in the group ranges from 5.97B to 28.08B. CW holds the highest valuation in this group at 28.08B. The lowest valued company is WFRD at 5.97B.

Volume

The average weekly volume growth across all stocks in the Invesco Small Cap Equity R5 MF was 52%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was 94%

Fundamental Analysis Ratings

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

Valuation Rating: 60

P/E Growth Rating: 33

Price Growth Rating: 47

SMR Rating: 43

Profit Risk Rating: 32

Seasonality Score: 41 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
BVEIX	23.10	0.27	+1.18%
Becker Equity Fund Institutional
RGBBX	42.14	0.20	+0.48%
American Funds Global Balanced R2
JIASX	9.87	0.03	+0.30%
JHancock Multi-Asset High Income R6
GCMTX	37.97	0.10	+0.26%
Goldman Sachs Mid Cap Value Inv
DEVIX	80.74	-0.32	-0.39%
Nomura Small Cap Value Institutional

SMEIX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To SMEIX	1D Price Change %
SMEIX	100%	-2.62%
DFSTX - SMEIX	93% Closely correlated	-0.76%
FTHFX - SMEIX	92% Closely correlated	-0.03%
VSMAX - SMEIX	-1% Poorly correlated	-0.29%
VSCIX - SMEIX	-1% Poorly correlated	-0.30%
VSCPX - SMEIX	-1% Poorly correlated	-0.30%
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