Invesco MSCI World SRI Index Fund
Shareclass
Invesco MSCI World SRI Index R6 (VSQSX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 629 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Invesco MSCI World SRI Index Fund VSQSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Bank of Canada0.24% of assets$17,633 invested
- 2. Transurban Group0.17% of assets$12,591 invested
- 3. QBE Insurance Group Ltd0.12% of assets$9,063 invested
- 4. ASX Ltd0.03% of assets$2,054 invested
- 5. National Grid PLC0.39% of assets$28,407 invested
- 6. Publicis Groupe SA0.13% of assets$9,623 invested
- 7. Novo Nordisk AS Class B0.91% of assets$67,152 invested
- 8. Biogen Inc0.1% of assets$7,424 invested
- 9. Sainsbury (J) PLC0.04% of assets$2,747 invested
- 10. Pearson PLC0.04% of assets$2,901 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.44% of assets$31,942 invested
- 2. Old Dominion Freight Line Inc Ordinary Shares0.14% of assets$10,136 invested
- 3. Steel Dynamics Inc0.09% of assets$6,414 invested
- 4. Dick's Sporting Goods Inc0.05% of assets$3,556 invested
- 5. SECOM Co Ltd0.1% of assets$7,337 invested
- 6. SG Holdings Co Ltd Ordinary Shares0.04% of assets$3,099 invested
- 7. Fair Isaac Corp0.14% of assets$10,476 invested
- 8. Zscaler Inc0.16% of assets$11,986 invested
- 9. Toray Industries Inc0.05% of assets$3,828 invested
- 10. Fanuc Corp0.12% of assets$8,621 invested
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Financial performance
Performance data provided by
Find more financial data on VSQSX at Morningstar.com
Find more financial data on VSQSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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