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 72 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-08-04.
CHTCX performance shows a YTD return of 4.34%. The 1-year return is 13.34% and the 5-year return is 9.50%. CHTCX dividend yield stands at 7.75%, paid annually.
CHTCX top holdings include Nvidia Corp. (8.2%), Alphabet Inc. C (6.0%), Microsoft Corp 4.100 Feb 06 37 (5.9%), Apple, Inc (5.6%), Amazon.Com Inc (4.1%). View all CHTCX holdings, sector breakdown, or dividend history.
CHTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CHTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.