IVLCInvesco US Large Cap Core ESG ETF
IVLC Fund Description
IVLC is an actively-managed, nontransparent fund with exposure to US companies meeting ESG standards.
IVLC Factset Analytics Insight
IVLC primarily invests in US large-cap companies with particular regard to ESG criteria. Product and service screens are first employed to exclude issuers who have exposure to non-ESG factors (e.g. tobacco, alcohol, etc.), as well as those who are non-compliant with United Nations Global Compact principles. Eligible issuers are then evaluated under each pillar of the ESG framework before finally being assigned a composite ESG score. The fund will not invest in securities that have a rating exceeding certain negative levels. Due to IVLC’s unique structure, holdings are represented in a “Tracking Basket” as a proxy portfolio published daily on its website (which correlates to the fund’s holdings), and its weight overlap is also disclosed (which represents return deviation relative to the actual fund). Although not the actual portfolio, the basket contains strategy components, representative ETFs, and cash-like instruments. Holdings are disclosed on a quarterly basis with a 30-day lag.
IVLC MSCI ESG Analytics Insight
Invesco US Large Cap Core ESG ETF has an MSCI ESG Fund Rating of A based on a score of 6.08 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco US Large Cap Core ESG ETF ranks in the 54th percentile within its peer group and in the 68th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVLC Summary Data
IVLC Portfolio Data
IVLC Index Data
IVLC Portfolio Management
IVLC Tax Exposures
IVLC Fund Structure
IVLC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVLC. IVLC is rated a 4 out of 5.
IVLC Sector/Industry Breakdown
IVLC Top 10 Holdings[View All]
IVLC Economic Development
IVLC Performance Statistics
IVLC MSCI ESG Ratings
IVLC Benchmark Comparison Summary
IVLC Benchmark Comparison Market Cap Size