VADCX Rating, Research - Invesco Equally-Wtd S&P 500 C

Invesco Equally-Wtd S&P 500 C (vadcx)

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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 vadcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stock of U.S. companies listed in the Russell 3000® Index that measures the performance of the 3000 largest U.S. companies by market capitalization representing approximately 98% of the investable domestic equity market. It may also invest in derivatives, such as options or futures.

Management Analysis Update

Performance Analysis Update