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.
Will VADRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VADRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VADRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VADRX’s parent organization’s priorities and whether they’re in line with investors’ interests.