CWST - Invesco Main Street Small Cap Fund Q1 2025 Commentary
2025-05-09 10:10:00 ET
Summary
- Outperformance was primarily driven by strong stock selection, including in the health care, consumer discretionary and industrials sectors.
- Weaker stock selection in the energy sector, along with an underweight in consumer staples, partially offset these results.
- There was no significant change to the fund’s overall positioning during the quarter as we sought to keep most sector, factor and other macro-related exposures similar to the Russell 2000 Index.
- Small-cap stocks generally lagged the broader market; the Russell 2000 Index returned -9.48%.
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Invesco Main Street Small Cap Fund Q1 2025 Commentary