Nasdaq - Delayed Quote USD
Invesco MSCI World SRI Index R5 (VSQFX)
15.18
-0.34
(-2.19%)
As of 8:07:20 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Pruco Securities, LLC
- JPMorgan
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth Core
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Securities America Advisors
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- Securities America Inc.
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities represented in the MSCI World SRI Index and in derivatives and other instruments that have economic characteristics similar to such securities. The index is a free float-adjusted market capitalization weighted index that is designed to represent the performance of companies that have high Environmental, Social and Governance (ESG) ratings relative to their sector peers, as determined by MSCI, the index provider of the index.
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Invesco |
| Net Assets | 16.1M |
| YTD Return | -5.09% |
| Yield | 1.59% |
| Morningstar Rating | |
| Inception Date | Jul 01, 2016 |
Performance & Risk
| YTD Return | -7.07% |
| 5y Average Return | 13.03% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
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