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VSMIX
Mutual Fund ticker: NASDAQ
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VSMIX price forecast, quote, news & analysis

Category: @Small Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Huntington Bancshares (NASDAQ:HBAN), Expedia Group (NASDAQ:EXPE), NRG Energy (NYSE:NRG), Lumentum Holdings (NASDAQ:LITE).

Industry description

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. It focuses on equity securities of small capitalization companies that Invesco Advisers, Inc. (Invesco or the Adviser), the fund's investment adviser, believes are undervalued. The principal type of equity security in which the fund invests is common stock.

Market Cap

The average market capitalization across the Invesco Small Cap Value Y MF is 14.94B. The market cap for tickers in the group ranges from 3.19B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is LITE at 3.19B.

Volume

The average weekly volume growth across all stocks in the Invesco Small Cap Value Y MF was -30%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 18
Price Growth Rating: 27
SMR Rating: 36
Profit Risk Rating: 33
Seasonality Score: 23 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Aim Sector Funds11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com