CHFTX Mutual Fund
CHFTX Mutual Fund
CHFTX Mutual Fund
Invesco Charter Fund Class R6
CHFTX Mutual Fund Overview
CHFTX Mutual Fund (Invesco Charter Fund Class R6) is managed by Invesco (US). CHFTX expense ratio is 0.68%, holding 69 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-09-24.
CHFTX performance shows a YTD return of 7.70%. The 1-year return is 13.55% and the 5-year return is 10.35%. CHFTX dividend yield stands at 6.41%, paid annually.
CHFTX top holdings include Nvidia Corp (9.3%), Microsoft Corp (7.2%), Alphabet Inc,class A (6.4%), Apple, Inc (6.3%), Amazon.Com Inc (4.5%). Go to all CHFTX holdings, CHFTX sectors, or CHFTX dividends.
CHFTX can be compared against other funds. Use CHFTX overlap to find shared positions, or CHFTX vs another fund for a side-by-side view. CHFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.