About VSQSX
The Invesco MSCI World SRI Index Fund R6 is a passively managed mutual fund designed to provide long-term capital growth by tracking the performance of the MSCI World SRI Index. This benchmark emphasizes companies with strong environmental, social, and governance (ESG) characteristics, making the fund particularly suitable for investors seeking exposure to global equities with a sustainable and responsible investment orientation. The fund invests at least 80% of its net assets in equity securities within the index and may also utilize derivatives for additional exposure.
A notable feature of the fund is its broad diversification, holding over 350 securities across various sectors, such as technology, healthcare, and consumer goods. Leading holdings include prominent companies like NVIDIA, Tesla, Home Depot, and ASML, reflecting a tilt toward large-cap growth stocks. The fund implements a rigorous ESG screening process, excluding firms involved in controversial activities or those with negative ESG impacts, to mitigate both concentration and headline risks. With a competitive expense ratio and a cost structure below the category average, the fund appeals to institutional investors prioritizing low fees and ethical standards in global equity portfolios.
Fund Family Invesco
Category World Large-Stock Blend
Stock Exchange NASDAQ
Ticker Symbol VSQSX
Index Index is not available on Lipper Database
VSQSX had a total return of 13.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.83%.
