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. See Invesco Trust For Inv Grade Munis (VGM) shareholders funds for net asset value and shareholders' equity analysis.

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. Also explore Invesco Trust For Inv Grade Munis asset portfolio for the complete picture of this company's asset base.

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. For market capitalisation and broader financial context, see VGM stock market capitalisation.

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