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Invesco S&P 500 Index Y SPIDX

Quantitative rating as of
  • NAV / 1-Day Return 43.57  /  0.25 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 2%

Morningstar’s Analysis SPIDX

Will SPIDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Invesco S&P 500 Index Y's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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