Invesco Equally Weighted Sp Fund Quote
| VADFX Fund | USD 84.51 0.01 0.01% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Invesco Equally-weighted is trading at 84.51 as of the 27th of November 2024; that is 0.01% down since the beginning of the trading day. The fund's open price was 84.52. Invesco Equally-weighted has less than a 18 % 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 28th of October 2024 and ending today, the 27th 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
Moving together with Invesco Mutual Fund
Moving against Invesco Mutual Fund
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 |
Invesco Equally Weighted Sp [VADFX] is traded in USA and was established 27th of November 2024. Invesco Equally-weighted 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 8.11 B in net assets with no minimum investment requirementsInvesco Equally-weighted is currently producing year-to-date (YTD) return of 19.12% with the current yeild of 0.02%, while the total return for the last 3 years was 6.88%.
Check Invesco Equally-weighted 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
| ORCL | Oracle | Stock | Information Technology | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| KR | Kroger Company | Stock | Consumer Staples | |
| FRC | FIRST REP BK | Stock | Financials | |
| CPB | Campbell Soup | Stock | Consumer Staples | |
| SRE | Sempra Energy | Stock | Utilities | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| GE | GE Aerospace | Stock | Industrials |
Invesco Equally-weighted Top Holders
| PKRUX | Invesco Peak Retirement | Mutual Fund | Target-Date 2050 | |
| PKRBX | Invesco Peak Retirement | Mutual Fund | US Mutual Fund | |
| PKRHX | Invesco Peak Retirement | Mutual Fund | Target-Date 2060+ | |
| PKRMX | Invesco Peak Retirement | Mutual Fund | Target-Date 2055 | |
| CAAYX | Invesco Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| AADAX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| AADIX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| AADRX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Invesco Equally-weighted Risk Profiles
| Mean Deviation | 0.5281 | |||
| Semi Deviation | 0.4047 | |||
| Standard Deviation | 0.6723 | |||
| Variance | 0.452 |
Invesco Equally-weighted Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Equally-weighted 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-weighted security.
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