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). CHTCX expense ratio is 1.76%, holding 71 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-08-04.
CHTCX performance shows a YTD return of 5.59%. The 1-year return is 12.55% and the 5-year return is 9.37%. CHTCX dividend yield stands at 7.66%, paid annually.
CHTCX 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 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.