Invesco Trust For Inv Grade Munis (VGM) — Long-term Investment Intensity

Latest as of August 2025: 91.4%

Invesco Trust For Inv Grade Munis (VGM) has a Long-term Investment Intensity of 91.4% as of August 2025. Long-term investments of $842.54 Million represent 91.4% of total assets of $921.57 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Invesco Trust For Inv Grade Munis liquidity resilience to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

91.4%
LT Investments / Total Assets

Long-term Investments

$842.54 Million
USD

Total Assets

$921.57 Million
USD

Country

USA
NYSE

Invesco Trust For Inv Grade Munis Long-term Investment Intensity (2007–2025)

This chart shows how Invesco Trust For Inv Grade Munis's Long-term Investment Intensity has evolved across 14 annual periods from 2007 to 2025. As of August 2025, the intensity stands at 91.4%, reflecting long-term investments of $842.54 Million against total assets of $921.57 Million USD. For the complete balance sheet picture, see Invesco Trust For Inv Grade Munis assets under control.

Annual Long-term Investment Intensity for Invesco Trust For Inv Grade Munis (2007–2025)

The table below presents the year-by-year Long-term Investment Intensity for Invesco Trust For Inv Grade Munis from 2007 to 2025, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does Invesco Trust For Inv Grade Munis carry for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 98.4% $874.79 Million $889.18 Million ▼ -0.3 pp
2024 98.6% $934.12 Million $947.06 Million ▲ +3.7 pp
2023 95.0% $940.45 Million $990.29 Million ▼ -3.4 pp
2022 98.4% $1.18 Billion $1.20 Billion ▼ -0.4 pp
2021 98.8% $1.23 Billion $1.25 Billion ▲ +0.1 pp
2020 98.8% $1.29 Billion $1.30 Billion ▲ +0.1 pp
2019 98.6% $1.19 Billion $1.21 Billion ▼ -0.1 pp
2018 98.7% $1.24 Billion $1.26 Billion ▲ +33.6 pp
2017 65.1% $842.99 Million $1.29 Billion ▲ +0.3 pp
2016 64.8% $860.63 Million $1.33 Billion ▲ +1.0 pp
2015 63.8% $854.61 Million $1.34 Billion ▼ -34.4 pp
2009 98.2% $1.21 Billion $1.23 Billion ▼ -0.5 pp
2008 98.7% $1.73 Billion $1.75 Billion ▲ +2.3 pp
2007 96.3% $1.29 Billion $1.34 Billion
pp = percentage points