Invesco Equally Weighted Sp Fund Quote

VADAX Fund  USD 72.79  0.79  1.07%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Invesco Equally-weighted is trading at 72.79 as of the 4th of March 2025; that is 1.07% down since the beginning of the trading day. The fund's open price was 73.58. Invesco Equally-weighted has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of March 2023 and ending today, the 4th of March 2025. Click here to learn more.
The fund invests, under normal circumstances, all, or substantially all, of its assets in common stocks represented in the SP 500 Equal Weight Index, and in derivatives and other instruments that have economic characteristics similar to such securities. More on Invesco Equally Weighted Sp

Moving together with Invesco Mutual Fund

  0.69VMICX Invesco Municipal IncomePairCorr
  0.68VMINX Invesco Municipal IncomePairCorr
  0.67VMIIX Invesco Municipal IncomePairCorr
  0.83OARDX Oppenheimer RisingPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Funds, Large Blend Funds, Large Blend, Invesco (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date16th of December 2022
Fiscal Year EndAugust
Invesco Equally Weighted Sp [VADAX] is traded in USA and was established 4th of March 2025. Invesco Equally-weighted is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund at this time has accumulated 6.35 B in net assets with no minimum investment requirementsInvesco Equally-weighted is currently producing year-to-date (YTD) return of 2.79% with the current yeild of 0.01%, while the total return for the last 3 years was 6.77%.
Check Invesco Equally-weighted Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Equally Weighted Sp Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Invesco Equally Weighted Sp Mutual Fund Constituents

KSSKohls CorpStockConsumer Discretionary
LRCXLam Research CorpStockInformation Technology
KLACKLA TencorStockInformation Technology
LLYEli Lilly andStockHealth Care
SRESempra EnergyStockUtilities
PVHPVH CorpStockConsumer Discretionary
MUMicron TechnologyStockInformation Technology
HOLXHologicStockHealth Care
More Details

Invesco Equally-weighted Risk Profiles

Invesco Equally-weighted Against Markets

Other Information on Investing in Invesco Mutual Fund

Invesco Equally-weighted financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Equally-weighted security.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum