Invesco Equally Weighted Sp Fund Quote
| VADCX Fund | USD 77.12 0.22 0.29% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Invesco Equally is trading at 77.12 as of the 30th of November 2024; that is 0.29 percent increase since the beginning of the trading day. The fund's open price was 76.9. Invesco Equally has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Invesco Equally Weighted Sp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, all, or substantially all, of its assets in common stocks represented in the SP 500 Equal Weight Index, and in derivatives and other instruments that have economic characteristics similar to such securities. More on Invesco Equally Weighted Sp
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Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Large Blend Funds, Large Blend, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Invesco Equally Weighted Sp [VADCX] is traded in USA and was established 30th of November 2024. Invesco Equally is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund at this time has accumulated 6.35 B in net assets with no minimum investment requirementsInvesco Equally Weig is currently producing year-to-date (YTD) return of 19.0% with the current yeild of 0.01%, while the total return for the last 3 years was 6.8%.
Check Invesco Equally Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Equally Weighted Sp Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Equally Weighted Sp Mutual Fund Constituents
| FL | Foot Locker | Stock | Consumer Discretionary | |
| NFLX | Netflix | Stock | Communication Services | |
| LB | LandBridge Company LLC | Stock | Consumer Discretionary | |
| NUE | Nucor Corp | Stock | Materials | |
| HES | Hess Corporation | Stock | Energy | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| CPB | Campbell Soup | Stock | Consumer Staples | |
| ABBV | AbbVie Inc | Stock | Health Care |
Invesco Equally Weig Risk Profiles
| Mean Deviation | 0.5256 | |||
| Semi Deviation | 0.4131 | |||
| Standard Deviation | 0.6703 | |||
| Variance | 0.4493 |
Invesco Equally Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Equally financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Equally security.
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