VADAX Rating, Research - Invesco Equally-Wtd S&P 500 A

Invesco Equally-Wtd S&P 500 A (vadax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 41

Threats + Weaknesses = 33

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vadax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco Equally-Wtd S&P 500 A (VADAX) Description: VADAX is a mutual fund, which is an investment that owns a basket of assets. The VADAX mutual fund was provided by Invesco and this investment vehicle derives the majority of its value from equity holdings (stocks). Invescos mutual fund has a short management tenure and is in the large fund size classification. VADAXs minimum initial investment amount is $1000 while the IRA minimum is $250. VADAXs expense ratio is roughly 1%. The latest VADAXs front end load was 6% and the back end load was 0%. The Invesco Equally-Wtd S&P 500 A (VADAX) mutual fund falls under the large-cap mixed category. VADAX focuses its investments in USA and VADAX is not affiliated with a particular industry or fund sector. The Invesco Equally-Wtd S&P 500 A (VADAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VADAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VADAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a high total return from a portfolio of selected equity securities (see equity research). The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices. It takes long and short positions mainly in equity securities (see equity research) and derivatives on those securities of companies that each have a market capitalization of at least $4 billion.

Management Analysis Update

Invesco Equally-Wtd S&P 500 A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update