Invesco Small Cap Growth Fund Q1 2025 Commentary
2025-05-11 09:56:00 ET
Summary
- Both the fund and benchmark index had negative returns for the quarter.
- We reduced exposure to artificial intelligence (AI)-related stocks, capital markets and cyclical sectors. This strategy has been further reinforced by ongoing tariff uncertainty.
- We see potential for more volatility through the upcoming season of corporate earnings releases and believe there is increased likelihood of recession.
Standardized performance (%) | as of March 31, 2025 | ||||||||
Quarter | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |||
Class A shares inception: 10/18/95 | NAV | -12.14 | -12.14 | -7.38 | -2.35 | 9.73 | 6.20 | 9.45 | |
Max. Load 5.5% | -16.97 | -16.97 | -12.47 | -4.17 | 8.49 | 5.60 | 9.23 | ||
Class R6 shares inception: 09/24/12 | NAV | -12.05 | -12.05 | -7.02 | -1.94 | 10.19 | 6.68 | 9.54 | |
Class Y shares inception: 10/03/08 | NAV | -12.07 | -12.07 | -7.13 | -2.09 | 10.00 | 6.47 | 10.08 | |
Russell 2000 Growth Index ((USD)) | -11.12 | -11.12 | -4.86 | 0.78 | 10.78 | 6.14 | - | ||
Total return ranking vs. Morningstar Small Growth category (Class A shares at NAV) | - | - | 70% (376 of 549) | 76% (386 of 533) | 76% (372 of 518) | 76% (296 of 393) | - |
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Invesco Small Cap Growth Fund Q1 2025 Commentary
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