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Invesco Equally-Wtd S&P 500 C VADCX

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Morningstar’s Analysis

Will VADCX outperform in future?

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New Management Team for Invesco Equally-Weighted S&P 500 after Missed Rebalance

Associate Analyst

Analyst Note

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After the portfolio management team’s failure to rebalance Invesco Equally-Weighted S&P 500 on time, we downgraded the fund’s People Pillar rating to Below Average from Average. Since that mistake, Invesco has contributed $105 million to the fund to compensate investors and transferred management responsibilities of this portfolio from the quantitative strategies team to the equity index management team. The new managers’ experience and supporting infrastructure instill confidence that they will be able to efficiently track the benchmark and avoid any mistakes. We are upgrading the fund’s People rating to Above Average from Below Average, resulting in a reaffirmed Morningstar Analyst Rating of Neutral.

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