About VSQRX
The Invesco MSCI World SRI Index Fund Class R is an international equity mutual fund designed to track the performance of companies with strong Environmental, Social, and Governance (ESG) credentials. Its primary objective is to provide long-term capital growth by investing at least 80% of its net assets in equity securities included in the MSCI World SRI Index, a benchmark that screens for companies with higher ESG ratings relative to their sector peers. This fund employs a passively managed, market capitalization-weighted approach, offering exposure to established large-cap firms across developed markets globally.
The fund’s portfolio is diversified across various sectors, with significant allocations to technology, consumer cyclical, and healthcare industries. Major holdings often include global leaders such as NVIDIA, Tesla, Home Depot, and ASML, reflecting its focus on innovation-driven companies. By emphasizing sustainability, the fund caters to investors seeking alignment with responsible investment principles while maintaining broad geographic and sector exposure. As part of the global large-stock blend category, it serves as a core holding for retirement accounts and long-term portfolios seeking ESG integration without sacrificing diversification or market representation.
Fund Family Invesco
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VSQRX
Index Index is not available on Lipper Database
VSQRX had a total return of 14.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.10%.
