Invesco Equally is trading at 74.44 as of the 24th of June 2025; that is No Change since the beginning of the trading day. The fund's open price was 74.44. Invesco Equally has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of May 2025 and ending today, the 24th of June 2025. 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
Invesco Equally Weighted Sp [VADFX] is traded in USA and was established 24th of June 2025. 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 8.11 B in net assets with no minimum investment requirementsInvesco Equally Weig is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.02%, while the total return for the last 3 years was 7.38%.
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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
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.