Invesco Equally-Weighted S&P 500 Fund (VADDX) Research

This fund primarily invests in the common stocks that comprise the S&P 500® Equal Weight Index, often allocating nearly all of its assets to these securities under ordinary market conditions. It may also employ derivatives and other financial tools designed to provide similar economic exposure to such holdings. The S&P 500® Equal Weight Index is a distinctive version of the standard S&P 500® Index, characterized by giving equal importance to each of its constituent companies. The conventional S&P 500® Index itself monitors the performance of equity securities issued by major U.S. corporations. Among the derivative instruments the fund is authorized to use are futures contracts.

Market snapshot

Symbol
VADDX
Price
$80.95
Day change
+0.55%
Market cap
$7.1B
52-week range
72.47-82.01
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Mid Cap Value Fund (AVUAX)
  • Fidelity Growth Discovery Fund (FGDKX)
  • Fidelity International Growth Fund (FIGFX)
  • Fidelity International Index Fund (FZILX)
  • MFS Moderate Allocation Fund (MAMAX)
  • Matthews Pacific Tiger Fund (MIPTX)
  • T. Rowe Price High Yield Fund (PRHYX)

Open Invesco Equally-Weighted S&P 500 Fund (VADDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.