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 69 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2009-09-25.
CHRSX performance shows a YTD return of 6.95%. The 1-year return is 7.18% and the 5-year return is 9.45%. CHRSX dividend yield stands at 0.32%, paid annually.
CHRSX top holdings include Nvidia Corp (9.7%), Microsoft Corp (7.3%), Apple Inc (6.7%), Alphabet Inc (6.3%), Amazon.Com Inc (4.4%). 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.