CHRSX Mutual Fund
CHRSX Mutual Fund
CHRSX Mutual Fund
Invesco Charter Fund Class S
CHRSX Mutual Fund Overview
CHRSX Mutual Fund (Invesco Charter Fund Class S) is managed by Invesco (US). CHRSX expense ratio is 0.91%, holding 71 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2009-09-25.
CHRSX performance shows a YTD return of 6.07%. The 1-year return is 13.45% and the 5-year return is 10.31%. CHRSX dividend yield stands at 6.88%, paid annually.
CHRSX top holdings include Nvidia Corp. (8.6%), Alphabet Inc Common Stock USD 0.001 (7.4%), Microsoft Corp (5.9%), Apple, Inc (5.5%), Amazon.Com Inc (4.7%). Go to all CHRSX holdings, CHRSX sectors, or CHRSX dividends.
CHRSX can be compared against other funds. Use CHRSX overlap to find shared positions, or CHRSX vs another fund for a side-by-side view. CHRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.