CHTRX : Invesco Charter Fund Class A

CHTRX is a US Stocks Market Large Blend with HIGH fees.

CHTRX

Invesco Charter Fund Class A

FI Score

49 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

49% FI Score
  • chtrx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Charter Fund Class A

Expenses: 1.07% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund may invest in the securities of issuers of all capitalization sizes and a substantial number of the issuers in which the fund invests are large-capitalization issuers. It may invest up to 25% of its net assets in foreign securities, which include foreign debt and foreign equity securities.

Largest Holdings

Amount Holding
9.49% Microsoft Corp
6.11% Amazon.com Inc
4.54% UnitedHealth Group Inc
4.10% Procter & Gamble Co
3.49% Berkshire Hathaway Inc Class B
3.41% Lockheed Martin Corp
3.31% Merck & Co Inc
3.04% Facebook Inc A
3.03% Prologis Inc
2.66% JPMorgan Chase & Co
2.57% Motorola Solutions Inc
2.57% AstraZeneca PLC ADR
2.38% Verizon Communications Inc
2.30% Alphabet Inc A
2.09% Intercontinental Exchange Inc
2.08% The Home Depot Inc
2.07% Applied Materials Inc
1.97% Zimmer Biomet Holdings Inc
1.85% Thermo Fisher Scientific Inc
1.81% Qualcomm Inc
1.56% Capital One Financial Corp
1.56% Texas Instruments Inc
1.52% Progressive Corp
1.49% Duke Energy Corp
1.44% Equitable Holdings Inc

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