10 important things you should know about Invesco VCSCX mutual fund
Updated: October 10, 2021
Bull case
Bear case
Low net assets
Sales load and/or distribution fees

Before we start: if you’re looking for VCSCX “stock” price, you can quickly find it out by visiting Finny and typing "VCSCX quote". If you’re looking for a quick scoop on VCSCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VCSCX". You’ll get all this info in one place.

Are you looking to buy or sell VCSCX? Or perhaps you’re looking for VCSCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this VCSCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: VCSCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: VCSCX buy or sell; the pros and cons of investing in VCSCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to VCSCX.

And here is the list of questions we’ll answer:

  1. Describe AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Small Cap Discovery Fund; Class C Shares (VCSCX).
  2. What are VCSCX holdings?
  3. What is VCSCX performance? What are VCSCX historical returns?
  4. What is VCSCX dividend yield?
  5. What is VCSCX minimum initial investment amount?
  6. Does VCSCX have any sales loads or 12b-1 distribution expenses?
  7. What is VCSCX Finny Score? VCSCX buy or sell?
  8. What are the pros of investing in VCSCX? What are VCSCX buy reasons?
  9. What are the cons of investing in VCSCX? What are VCSCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Small Cap Discovery Fund; Class C Shares (VCSCX).

2. What are VCSCX top holdings?

VCSCX has 107 stock holdings and 0 bond holdings.

The top 10 holdings represent 15.36% of total assets. Here are the top holdings:

Name Symbol % Assets
LHC Group Inc LHCG 2.11%
Repligen Corp RGEN 2.02%
eHealth Inc EHTH 1.75%
Catalent Inc CTLT 1.61%
Bio-Techne Corp TECH 1.49%
DexCom Inc DXCM 1.36%
HubSpot Inc HUBS 1.32%
Zendesk Inc ZEN 1.25%
Penumbra Inc PEN 1.23%
RealPage Inc RP 1.22%

3. What is VCSCX performance? What are VCSCX historical returns?

VCSCX has generated the following returns:

  • 1-month return is 16.67%;
  • 3-month return is -9.11%;
  • 1-year return is -9.11%;
  • 3-year return is 6.54%;
  • 5-year return is 5.14%;
  • 10-year return is 8.77%.

4. What is VCSCX dividend yield?

VCSCX yield is %.

5. What is VCSCX minimum initial investment amount?

VCSCX minimum initial investment amount is $1.00K.

6. Does VCSCX have any sales loads or 12b-1 distribution expenses?

VCSCX 12b-1 distribution fee is 0.95. VCSCX front-end sales load is 0. VCSCX back-end sales load is 1.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in VCSCX? What are VCSCX buy reasons?

We don't see any strong reasons to buy VCSCX.

9. What are the cons of investing in VCSCX? What are VCSCX negatives?

The following are VCSCX weaknesses from our perspective:

  • VCSCX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 0.95%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the VCSCX review, we covered VCSCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.