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SMEIX Invesco Small Cap Equity R5 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 R5 MF is 9.08B. The market cap for tickers in the group ranges from 4.19B to 18.06B. XPO holds the highest valuation in this group at 18.06B. 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 8%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 96%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 34
Price Growth Rating: 41
SMR Rating: 42
Profit Risk Rating: 19
Seasonality Score: -7 (-100 ... +100)
View a ticker or compare two or three
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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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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 97% 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%
+0.63%
VSCIX - SMEIX
97%
Closely correlated
+0.43%
VSCPX - SMEIX
97%
Closely correlated
+0.44%
VSMAX - SMEIX
97%
Closely correlated
+0.43%
FSSNX - SMEIX
96%
Closely correlated
+0.43%
NAESX - SMEIX
93%
Closely correlated
+0.43%
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