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Invesco Equally-Wtd S&P 500 R6 VADFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis VADFX

Will VADFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VADFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VADFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VADFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mid-cap fund hiding in plain sight.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from July 11, 2023. Invesco S&P 500 Equal Weight constructs a portfolio of equal-weighted U.S. large caps for a low fee. This approach tilts the portfolio toward mid-cap stocks and requires high turnover compared with market-cap weighting, increasing transaction costs and adding to its volatility.

by Mo'ath Almahasneh
Rated on Published on

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