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Invesco Equally-Wtd S&P 500 A VADAX

Analyst rating as of
NAV / 1-Day Return
82.65  /  0.35 %
Total Assets
7.6 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Low
Longest Manager Tenure
1.26 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.19%
Turnover
26%
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Morningstar’s Analysis

Will VADAX outperform in future?

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

Adding a mid-cap tilt at a cost.

Associate Analyst

Summary

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Invesco S&P 500 Equal Weight offers a well-diversified portfolio, but its equal-weighting approach does little more than give this fund a mid-cap tilt. All share classes retain their Morningstar Analyst Ratings of Neutral.

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