Invesco Small Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 4 3 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Invesco funds

See full Small Growth rankings

See more fund rankings

Performance

The fund has returned 33.17 percent over the past year, 15.51 percent over the past three years, 26.48 percent over the past five years, and 8.93 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 33.2%
3 Years (Annualized) 15.5%
5 Years (Annualized) 26.5%
10 Years (Annualized) 8.9%

See more GTSDX performance

Summary

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 issuers. The fund invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund 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 also invest up to 25% of its net assets in foreign securities.

Fees

Fees are Above Average compared to funds in the same category.
Invesco Small Cap Growth Fund has an expense ratio of 1.98 percent.

See more GTSDX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more GTSDX risk