VSQAX : Invesco MSCI World SRI Index Fund Class A

VSQAX is a Allocation Market Total World index fund with MODERATE fees.

VSQAX

Invesco MSCI World SRI Index Fund Class A

FI Score

30 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

30% FI Score
  • vsqax
  • Mutual Fund
  • Allocation
  • Total World

Invesco MSCI World SRI Index Fund Class A

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts of U.S. and foreign issuers. The principal types of equity securities in which the fund invests are common and preferred stocks. It can invest in derivative instruments including futures contracts.

Largest Holdings

Amount Holding
4.44% Microsoft Corp
3.25% Apple Inc
2.09% Procter & Gamble Co
2.03% JPMorgan Chase & Co
1.57% Biogen Inc
1.56% Hydro One Ltd
1.55% Alphabet Inc Class C
1.49% Dai Nippon Printing Co Ltd
1.46% Toppan Printing Co Ltd
1.45% Oracle Corp
1.39% Roche Holding AG
1.37% Fortescue Metals Group Ltd
1.29% AGC Inc
1.17% Atlas Copco AB A
1.17% The Hershey Co
1.11% Mondelez International Inc Class A
1.09% Equity Residential
1.08% L'Oreal SA
1.06% Novartis AG
1.05% Nestle SA
1.05% Gilead Sciences Inc
1.03% Synopsys Inc
1.02% Wolters Kluwer NV
1.00% Auto Trader Group PLC
1.00% SBA Communications Corp

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