VSQFX Mutual Fund

NAV$9.09

Fund Essentials

Net Assets
$19,527.19
Expense Ratio
0.20%
Dividend Yield (Current)
25.19%
Holdings
350
Inception Date
Jul 1, 2016
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+2.30%
1 Year+16.98%
3 Year+16.11%
5 Year+10.85%

Asset Allocation

Stocks: 95.07%
Bonds: 0.03%
Cash: 4.79%
Other: 0.11%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 350 holdings for VSQFX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
25.19%
Frequency
Unspecified
Latest Distribution
$0.24
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how VSQFX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$99/yr
7-day refund. Cancel anytime.
X-ray my whole portfolio
$99/yr Pro · 7-day refund. From MarketXLS, trusted since 2014.

VSQFX Mutual Fund Overview

VSQFX Mutual Fund (Invesco MSCI World SRI Index Fund Class R5) is managed by Invesco (US) with $19,527.19 in net assets. VSQFX expense ratio is 0.20%, holding 350 positions across various sectors. Inception date: 2016-07-01.

VSQFX performance shows a YTD return of 2.30%. The 1-year return is 16.98% and the 5-year return is 10.85%. VSQFX dividend yield stands at 25.19%, paid unspecified.

VSQFX top holdings include a diversified portfolio. View all VSQFX holdings, sector breakdown, or dividend history.

VSQFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSQFX alternatives are available via the screener, along with tax-loss harvesting opportunities.