CHFTX Mutual Fund

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, Health Care, Financials. Inception date: 2012-09-24.

CHFTX performance shows a YTD return of 7.15%. The 1-year return is 7.40% and the 5-year return is 9.70%. CHFTX dividend yield stands at 0.49%, paid annually.

CHFTX top holdings include NVIDIA Corp (9.7%), Microsoft Corp (7.3%), Apple Inc (6.7%), Alphabet Inc,class A (6.3%), Amazon.com Inc (4.4%). 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.