OSMYX – Invesco International Small-Mid Com Y Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. 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 companies included in the MSCI ACWI ex USA SMID Cap Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OSMYX	Invesco International Small-Mid Company Fund Class Y	Institutional	Open			Sep 7, 2005	$550.09M	1.180%	High	$1,000	−$341.88M
OSMAX	Invesco International Small-Mid Company Fund Class A	Front Load	Open			Nov 17, 1997	$499.04M	1.420%	Above Average	$1,000	−$116.85M
OSMCX	Invesco International Small-Mid Company Fund Class C	Level Load	Open			Nov 17, 1997	$7.96M	2.180%	Above Average	$1,000	−$1.70M
OSCIX	Invesco International Small-Mid Company Fund Class R6	Retirement, Large	Open			Dec 29, 2011	$1.18B	1.010%	Average	$1M	−$906.82M
INSLX	Invesco International Small-Mid Company Fund Class R5	Retirement, Large	Limited			May 24, 2019	$367,986.00	1.080%	High	$1M	−$127,520.37
OSMNX	Invesco International Small-Mid Company Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$48.99M	1.680%	Above Average	$1,000	−$3.27M

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