Invesco Small Cap Equity Fund Q1 2025 Commentary
2025-05-11 09:22:00 ET
Summary
- Both the fund and benchmark had negative returns for the quarter with the fund holding up better than the index amid a challenging market.
- Stock selection in the health care, industrials, consumer discretionary, consumer staples, energy and real estate sectors added to relative return.
- We have rotated into companies with lower economic cyclicality and stable business models, a strategy we believe is further reinforced by ongoing tariff uncertainty.
Standardized performance (%) | as of March 31, 2025 | ||||||||
Quarter | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |||
Class A shares inception: 08/31/00 | NAV | -6.84 | -6.84 | 1.30 | 3.75 | 16.79 | 6.56 | 7.34 | |
Max. Load 5.5% | -11.97 | -11.97 | -4.26 | 1.81 | 15.47 | 5.97 | 7.09 | ||
Class R6 shares inception: 09/24/12 | NAV | -6.73 | -6.73 | 1.70 | 4.21 | 17.32 | 7.07 | 9.09 | |
Class Y shares inception: 10/03/08 | NAV | -6.75 | -6.75 | 1.60 | 4.02 | 17.08 | 6.83 | 9.11 | |
Russell 2000 Index ((USD)) | -9.48 | -9.48 | -4.01 | 0.52 | 13.27 | 6.30 | - | ||
Total return ranking vs. Morningstar Small Blend category (Class A shares at NAV) | - | - | 11% (61 of 613) | 25% (132 of 583) | 27% (134 of 561) | 51% (200 of 401) | - |
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Invesco Small Cap Equity Fund Q1 2025 Commentary
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