CHTCX Mutual Fund
CHTCX Mutual Fund
CHTCX Mutual Fund
Invesco Charter Fund Class C
CHTCX Mutual Fund Overview
CHTCX Mutual Fund (Invesco Charter Fund Class C) is managed by Invesco (US) with $14.5M in net assets. CHTCX expense ratio is 1.76%, holding 69 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1997-08-04.
CHTCX performance shows a YTD return of 6.24%. The 1-year return is 6.32% and the 5-year return is 8.52%. CHTCX dividend yield stands at 7.62%, paid annually.
CHTCX 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 CHTCX holdings, CHTCX sectors, or CHTCX dividends.
CHTCX can be compared against other funds. Use CHTCX overlap to find shared positions, or CHTCX vs another fund for a side-by-side view. CHTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.