Invesco US Large Cap Core ESG ETF (IVLC)

Overview

This fund focuses on investing primarily in exchange-traded equity securities of U.S. large capitalization issuers. It adheres to a strategy of investing at least 80% of its net assets, plus any borrowed for investment purposes, in these securities under normal market conditions. Moreover, it emphasizes investments in common stock of U.S. companies that align with high Environmental, Social, and Governance (ESG) standards, as evaluated by the fund's sub-adviser. While primarily focused on the U.S. market, the fund also allows for up to 20% investment in foreign issuers, including up to 10% in emerging markets, which provides a blend of domestic stability and international exposure. It is important to note that the fund is non-diversified, implying a potentially higher risk and reward from concentrating investments in fewer securities.

Products and Services

• Exchange-Traded Equity Securities of U.S. Large Capitalization Issuers

  Investing in large cap U.S. equities constitutes the core of the fund's portfolio, aiming to capitalize on the growth potential of established markets by allocating at least 80% of its net assets, along with any borrowed amounts for this purpose.

• ESG-Compliant U.S. Common Stock

  The fund places a significant emphasis on ESG standards, selecting U.S. companies that meet rigorous environmental, social, and governance criteria for its investments. This reflects a commitment to sustainable investing practices.

• Foreign Issuer Common Stock

  Up to 20% of the fund's assets may be invested in the common stock of foreign companies, providing exposure to international markets. This includes up to 10% investment in emerging markets, offering a bridge to high-growth potential areas outside the U.S.