Invesco Small Cap Value Fund’s Q4 2025 Investor Letter

Invesco Ltd‘s “Small Cap Value Fund” released its Q4 2025 investor letter. The Invesco Small Cap Value Fund reported strong results for Q4 2025, outperforming its Russell 2000 Value Index benchmark as Class A shares delivered a quarterly return of 6.79%, compared to the benchmark’s 3.26%, with stock selection in the Information Technology sector contributing approximately 2.90% to relative performance while health care and financials detracted. For the full year, the fund generated a 17.64% return versus 12.59% for the Russell 2000 Value Index. Management maintained greater exposure to economically sensitive stocks and emphasized that small-cap value equities remain attractively priced, noting that the Russell 2000 Value Index continues to trade at a historical P/E discount relative to the S&P 500, indicating compelling long-term capital appreciation potential. In addition, please check the Fund’s top five holdings to know its best picks in 2025.

A copy of Invesco Small Cap Value Fund’s Q4 2025 investor letter can be downloaded here.