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VADFX Invesco Equally-Wtd S&P 500 R6

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Fund VADFX Invesco Equally-Wtd S&P 500 R6
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Similarity
?
100%
Annual Fees
?
$16.92
(0.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$50,662.87
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 10.67%
3 YR 9.13%
5 YR 14.81%
10 YR 7.34%
Description
The investment seeks total return through growth of capital and current income. The fund invests in a diversified portfolio of common stocks represented in the Standard & Poor's® 500 Composite Stock Price Index (S&P 500 Index). It generally invests in each common stock included in the S&P 500 Index in approximately equal proportions. The fund's investment adviser will adjust the fund's investment securities on a quarterly basis to maintain an approximately equal weighting of each S&P 500 Index stock.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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