CHTRX Rating, Research - Invesco Charter A

Invesco Charter A (chtrx)

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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 chtrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco Charter A (CHTRX) Description: CHTRX is a mutual fund, which is an investment that owns a basket of assets. The CHTRX 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 large fund size classification. CHTRXs minimum initial investment amount is $1000 while the IRA minimum is $250. CHTRXs expense ratio is roughly 1%. The latest CHTRXs front end load was 6% and the back end load was 0%. The Invesco Charter A (CHTRX) mutual fund falls under the large-cap mixed category. CHTRX focuses its investments in USA and CHTRX is not affiliated with a particular industry or fund sector. The Invesco Charter A (CHTRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CHTRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CHTRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invests primarily in equity securities (see equity research). The advisor seeks to construct a portfolio of issuers that have high or improving return on invested capital (ROIC), quality management, a strong competitive position and which are trading at compelling valuations. The fund may invest up to 25% of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update