PlanOptica

INVESCO Small Cap Equity Fund Class C

Ticker SMECX · Mutual fund · Share class: Class CRetail / revenue sharing

Matched by tickerAll Invesco fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
1
1 with $250K or more
Dollars held
$2.6M
69,861 of 69,862 plans with fund lines hold none
Median per plan
$2.6M
Share of their fund dollars
4.0%

Other share classes of this fund

27 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class R6SMEFXLow cost34$21.9M
Class ASMEAXRetail / revenue sharing25$9.0M
Invesco Small Cap Equity Fund Class RSMERXNot stated11$2.6M
Class C (this page)SMECXRetail / revenue sharing1$2.6M
Class R5SMEIXLow cost4$2.5M

Plans that added or dropped it from 2024 to 2025

Added
1 plan
$2.6M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold INVESCO Small Cap Equity Fund Class C

The largest 10 plans in each list.

Grumman/Butkus Associates, Ltd. Employee 401(k) Plan$67.7M plan · Enercon, Ltd., IL · Alliance Pension Consultants$2.6M

Plans whose filed schedule lists INVESCO Small Cap Equity Fund Class C.

How the filings spell it

No other spellings recorded.