About VSQCX
The Invesco MSCI World SRI Index Fund Class C is a global mutual fund designed to track the performance of companies with high Environmental, Social, and Governance (ESG) ratings relative to their sector peers. The fund primarily invests at least 80% of its assets in equity securities included in the MSCI World SRI Index, a free float-adjusted, market capitalization weighted index focused on socially responsible investing. With a strategy aiming for long-term capital growth, the fund covers a broad array of sectors and maintains a large-cap growth investment style, balancing holdings across technology, consumer cyclical, healthcare, and defensive sectors. Major positions include prominent companies such as NVIDIA, Tesla, and The Home Depot, with a notable concentration in its top holdings. As a socially conscious investment vehicle, this fund appeals to investors seeking global exposure to companies that prioritize ESG practices while adhering to rigorous selection criteria defined by the MSCI index provider. The fund plays a significant role in promoting sustainability-focused investment strategies within the global large-stock blend category.
Fund Family Invesco
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VSQCX
Index Index is not available on Lipper Database
VSQCX had a total return of 14.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.23%.
