Invesco Charter A (CHTRX) a Zacks Rank #5 (Strong Sell) invests at least 65% of its net assets in securities with the potential for earnings growth as they are currently undervalued. The fund offers dividends in December.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, TAIWAN SEMICONDUCTOR, ANALOG DEVICES INC and AMERICAN EXPRESS CO were the top holdings for CHTRX.
The Invesco Charter A fund, managed by Invesco, carries an expense ratio of 1.11%. Moreover, CHTRX requires a minimal initial investment of $1,000.
CHTRX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 10.37%, 3 year 3.64% and 5 year 10.06%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
CHTRX’s performance, as of the last filing, when compared to funds in its category was in the top 74% over the past 3 years, and in the 82% over the past 5 years.
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