Morningstar

Invesco Equally-Wtd S&P 500 A VADAX Fund Analysis

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

Morningstar’s Analysis VADAX

Will VADAX 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 VADAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VADAX 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 VADAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Equal weighting brings a mid-cap value tilt to the S&P 500.

Director Bryan Armour

Bryan Armour

Director

Summary

The fund had previously received an Above Average Process Pillar rating by error. This report has been republished with the corrected Average Process rating and a fully updated report.

by Bryan Armour
Rated on Published on

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