CHTCX Rating, Research - Invesco Charter C

Invesco Charter C (chtcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 46

Threats + Weaknesses = 27

When strengths & opportunities substantially exceed threats & weaknesses an investment in the chtcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco Charter C (CHTCX) Description: CHTCX is a mutual fund, which is an investment that owns a basket of assets. The CHTCX mutual fund was provided by Invesco and this investment vehicle derives the majority of its value from equity holdings (stocks). Invescos mutual fund has a medium management tenure and is in the average fund size classification. CHTCXs minimum initial investment amount is $1000 while the IRA minimum is $250. CHTCXs expense ratio is roughly 2%. The latest CHTCXs front end load was 0% and the back end load was 1%. The Invesco Charter C (CHTCX) mutual fund falls under the large-cap mixed category. CHTCX focuses its investments in USA and CHTCX is not affiliated with a particular industry or fund sector. The Invesco Charter C (CHTCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CHTCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CHTCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets ((plus borrowings for investment purposes) in a widely-diversified portfolio of equity securities (see equity research), which may include ADRs and convertible securities. It typically invests in the equity securities (see equity research) of companies whose total market value is $5 billion or greater at the time of purchase.

Management Analysis Update

Performance Analysis Update