MENU
+Compare
SMEIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$16.41
Change
+$0.32 (+1.99%)
Net Assets
879.9M

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

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

Category: #Small Blend
Ad is loading...
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 R5 MF is 8.35B. The market cap for tickers in the group ranges from 4.19B to 12.65B. CW holds the highest valuation in this group at 12.65B. 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 27%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 29%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 46
Price Growth Rating: 60
SMR Rating: 41
Profit Risk Rating: 21
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KYN11.980.28
+2.39%
Kayne Anderson Energy Infrastructure Fund
VCV9.980.22
+2.25%
INVESCO CALIFORNIA VALUE MUNI Income TRUST
RYLG19.810.27
+1.38%
Global X Russell 2000 Cov Cl & Gr ETF
SIHY44.680.31
+0.70%
Harbor Scientific Alpha High-Yield ETF
DYLD22.510.05
+0.24%
LeaderShares® Dynamic Yield ETF

SMEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMEIX has been closely correlated with VSCIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMEIX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMEIX
1D Price
Change %
SMEIX100%
N/A
VSCIX - SMEIX
94%
Closely correlated
N/A
VSMAX - SMEIX
94%
Closely correlated
N/A
VSCPX - SMEIX
94%
Closely correlated
N/A
FSSNX - SMEIX
94%
Closely correlated
N/A
NAESX - SMEIX
93%
Closely correlated
N/A
More