Invesco Equally Weighted Sp Fund Quote

VADFX Fund  USD 73.37  1.01  1.40%   

Performance

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Odds Of Distress

Less than 21

 
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Invesco Equally is trading at 73.37 as of the 22nd of December 2024; that is 1.40% up since the beginning of the trading day. The fund's open price was 72.36. Invesco Equally 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 2nd of January 2023 and ending today, the 22nd of December 2024. 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

  0.87OARDX Oppenheimer RisingPairCorr
  0.66AMHYX Invesco High YieldPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Funds, Large Blend Funds, Large Blend, Invesco (View all Sectors)
Update Date31st of December 2024
Invesco Equally Weighted Sp [VADFX] is traded in USA and was established 22nd of December 2024. Invesco Equally 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 8.11 B in net assets with no minimum investment requirementsInvesco Equally Weig is currently producing year-to-date (YTD) return of 13.36% with the current yeild of 0.01%, while the total return for the last 3 years was 6.16%.
Check Invesco Equally 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

TSLATesla IncStockConsumer Discretionary
DLRDigital Realty TrustStockReal Estate
GILDGilead SciencesStockHealth Care
ULTAUlta BeautyStockConsumer Discretionary
DGDollar GeneralStockConsumer Staples
RRCRange Resources CorpStockEnergy
BDXBecton Dickinson andStockHealth Care
FRCFIRST REP BKStockFinancials
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Invesco Equally Top Holders

PKRUXInvesco Peak RetirementMutual FundTarget-Date 2050
PKKZXInvesco Peak RetirementMutual FundTarget-Date 2030
PKRBXInvesco Peak RetirementMutual FundUS Mutual Fund
PKRHXInvesco Peak RetirementMutual FundTarget-Date 2060+
PKRMXInvesco Peak RetirementMutual FundTarget-Date 2055
CAAYXInvesco Servative AllocationMutual FundAllocation--30% to 50% Equity
AADAXInvesco Growth AllocationMutual FundAllocation--70% to 85% Equity
AADIXInvesco Growth AllocationMutual FundAllocation--70% to 85% Equity
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Invesco Equally Weig Risk Profiles

Invesco Equally Against Markets

Other Information on Investing in Invesco Mutual Fund

Invesco Equally 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 security.
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