Invesco S&P 500 Index Y
SPIDX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Houston, TX 77046 Houston TX United States of America 77046
- IPO Date
- Sep 26, 1997
- CIK
- 0001112996
- Website
- invesco.com
- Similar Companies
- Business
- Invesco S&P 500 Index Fund Class Y (SPIDX) is an open-end mutual fund managed by Invesco Ltd. that seeks total return through growth of capital and current income by tracking the performance of the S&P 500 Index. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies included in the S&P 500 Index, a benchmark comprising equity securities of larger U.S. companies, with a portfolio heavily weighted toward sectors such as technology (35.62%), financial services (13.20%), and consumer cyclical (10.67%). It offers share classes with a net expense ratio of 0.29%, daily pricing, and minimum initial investments starting at $1,000 USD, targeting institutional and retail investors seeking large-blend exposure to U.S. large-cap equities; the fund holds total net assets of approximately $4.18 billion USD, with top holdings including NVIDIA Corp., Microsoft Corp., Apple Inc., Amazon.com Inc., and E-mini S&P 500 futures. Launched on September 26, 1997, the fund is domiciled in the United States and managed by a team including Peter Hubbard (since July 13, 2020), Michael Jeanette (since July 13, 2020), Tony Seisser (since July 13, 2020), and Pratik Doshi (since December 18, 2020). Operations are conducted through Invesco Ltd., an independent investment management firm founded in 1978 (with roots tracing to 1935), headquartered in Atlanta, Georgia, and maintaining branch offices in 20 countries worldwide. Invesco, a constituent of the S&P 500 Index listed on the New York Stock Exchange (NYSE: IVZ), oversees a broad range of mutual funds, ETFs, and other investment products focused on equities, fixed income, alternatives, and multi-asset strategies for institutional and individual clients globally. Recent developments at Invesco, the fund's parent, include the July 2024 expansion of its active ETF platform with the launch of the Invesco Income Advantage Suite, layering options income strategies over Nasdaq 100 and S&P 500 Equal Weight indices to provide consistent yield and reduced volatility. In September 2025, Invesco introduced the US Enhanced Index Fund for UK investors, extending its enhanced indexing capabilities to deliver benchmark-like returns with potential excess performance. Earlier, in February 2025, Invesco faced criticism from 17 U.S. state attorneys general regarding disclosures on China-related investments, alongside ongoing portfolio oversight reflected in SPIDX's Morningstar 4-star rating (as of November 30, 2025) in the large-blend category.