Skip to Content

Invesco Equally-Wtd S&P 500 C VADCX

Analyst rating as of
NAV / 1-Day Return
79.43  /  0.77 %
Total Assets
7.7 Bil
Adj. Expense Ratio
1.280%
Expense Ratio
1.280%
Fee Level
Low
Longest Manager Tenure
1.27 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.60%
Turnover
26%
Premium

Morningstar’s Analysis

Will VADCX 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

| |

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.

Unlock our full analysis with Morningstar Premium