Invesco Equally Weighted Sp Fund Quote
VADCX Fund | USD 69.31 1.09 1.60% |
Performance13 of 100
| Odds Of DistressLess than 35
|
Invesco Equally-weighted is trading at 69.31 as of the 28th of March 2024; that is 1.60% increase since the beginning of the trading day. The fund's open price was 68.22. Invesco Equally-weighted has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat 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 8th of April 2022 and ending today, the 28th of March 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
0.78 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.95 | STFGX | State Farm Growth | PairCorr |
0.65 | VMINX | Invesco Municipal Income | PairCorr |
0.65 | VMIIX | Invesco Municipal Income | PairCorr |
0.98 | GLALX | Aim Investment Securities | PairCorr |
Invesco Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Equally-weighted's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Equally-weighted or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Invesco Funds, Large Funds, Large Blend Funds, Large Blend, Invesco (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 16th of December 2022 |
Fiscal Year End | August |
Invesco Equally Weighted Sp [VADCX] is traded in USA and was established 28th of March 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 6.35 B in net assets with no minimum investment requirementsInvesco Equally-weighted is currently producing year-to-date (YTD) return of 5.44% with the current yeild of 0.01%, while the total return for the last 3 years was 5.94%.
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
CDW | CDW Corp | Stock | Information Technology |
LLY | Eli Lilly And | Stock | Health Care |
FTI | TechnipFMC PLC | Stock | Energy |
AYI | Acuity Brands | Stock | Industrials |
CTVA | Corteva | Stock | Materials |
CMA | Comerica | Stock | Financials |
SRE | Sempra Energy | Stock | Utilities |
Invesco Equally-weighted Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Equally-weighted jumping above the current price in 90 days from now is about 1.22%. The Invesco Equally Weighted Sp probability density function shows the probability of Invesco Equally-weighted mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1047. This entails Invesco Equally Weighted Sp market returns are sensitive to returns on the market. As the market goes up or down, Invesco Equally-weighted is expected to follow. Additionally, invesco Equally Weighted Sp has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Equally-weighted to move above the current price in 90 days from now is about 1.22 (This Invesco Equally Weighted Sp probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Equally-weighted Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Equally-weighted market risk premium is the additional return an investor will receive from holding Invesco Equally-weighted long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Equally-weighted. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Equally-weighted's alpha and beta are two of the key measurements used to evaluate Invesco Equally-weighted's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.4965 | |||
Semi Deviation | 0.5252 | |||
Standard Deviation | 0.6445 | |||
Variance | 0.4154 |
Invesco Equally-weighted Against Markets
Picking the right benchmark for Invesco Equally-weighted mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Equally-weighted mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Equally-weighted is critical whether you are bullish or bearish towards Invesco Equally Weighted Sp at a given time. Please also check how Invesco Equally-weighted's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco Equally-weighted without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Invesco Mutual Fund?
Before investing in Invesco Equally-weighted, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Equally-weighted. To buy Invesco Equally-weighted fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Equally-weighted. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Equally-weighted fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Equally Weighted Sp fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Equally Weighted Sp fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Invesco Equally Weighted Sp, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Invesco Equally Weighted Sp?
The danger of trading Invesco Equally Weighted Sp is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Equally-weighted is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Equally-weighted. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Equally-weighted is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Equally Weighted Sp. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Invesco Equally-weighted information on this page should be used as a complementary analysis to other Invesco Equally-weighted's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Complementary Tools for Invesco Mutual Fund analysis
When running Invesco Equally-weighted's price analysis, check to measure Invesco Equally-weighted's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Equally-weighted is operating at the current time. Most of Invesco Equally-weighted's value examination focuses on studying past and present price action to predict the probability of Invesco Equally-weighted's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Equally-weighted's price. Additionally, you may evaluate how the addition of Invesco Equally-weighted to your portfolios can decrease your overall portfolio volatility.
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