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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 13.57B. The market cap for tickers in the group ranges from 5.19B to 26.64B. CW holds the highest valuation in this group at 26.64B. The lowest valued company is GOLF at 5.19B.

Volume

The average weekly volume growth across all stocks in the Invesco Small Cap Equity R5 MF was 148%. For the same stocks of the MF, the average monthly volume growth was 130% and the average quarterly volume growth was 242%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 33
Price Growth Rating: 49
SMR Rating: 43
Profit Risk Rating: 32
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMEIX
1D Price
Change %
SMEIX100%
N/A
DFSTX - SMEIX
93%
Closely correlated
N/A
FTHFX - SMEIX
92%
Closely correlated
N/A
FSSNX - SMEIX
20%
Poorly correlated
N/A
VSMAX - SMEIX
18%
Poorly correlated
N/A
VSCPX - SMEIX
18%
Poorly correlated
N/A
More
Invesco Small Cap Equity R5 (SMEIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com