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Invesco International Small-Mid Com Y (OSMYX)

37.59
-0.39
(-1.03%)
At close: March 28 at 8:03:48 PM EDT
Loading Chart for OSMYX
  • Previous Close 37.98
  • YTD Return 3.85%
  • Expense Ratio 1.13%
  • Category Foreign Small/Mid Growth
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.5B
  • Beta (5Y Monthly) 1.26
  • Yield 1.66%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.68
  • Inception Date Sep 7, 2005

Under normal market conditions, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small- and mid-cap companies, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund's manager considers small- and mid-cap companies to be those having a market capitalization in the range of the MSCI ACWI ex USA SMID Cap Index. The capitalization range of the index is subject to change at any time due to market activity or changes in its composition.

Invesco

Fund Family

Foreign Small/Mid Growth

Fund Category

3.5B

Net Assets

2005-09-07

Inception Date

Performance Overview: OSMYX

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Trailing returns as of 3/28/2025. Category is Foreign Small/Mid Growth.

YTD Return

OSMYX
3.85%
Category
7.70%
 

1-Year Return

OSMYX
2.28%
Category
42.00%
 

3-Year Return

OSMYX
3.01%
Category
13.14%
 

5-Year Return

OSMYX
4.13%
Category
14.91%
 

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Holdings: OSMYX

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Sector Weightings

SectorOSMYX
Industrials   29.09%
Technology   22.37%
Healthcare   17.59%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: OSMYX

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Research Reports: OSMYX

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