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 Dow Down 0.07% Nasdaq Up 0.48%

Invesco Charter B (BCHTX)

22.65 Up 0.13(0.58%) Jul 22
Prev Close:22.65
YTD Return*:7.67%
Net Assets*:6.37B
Yield*:0.17%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BCHTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AXP2.515.60
SNY.PA2.222.91
BRK.A2.177.08
M1.9810.90
TEL1.9415.95

Fund Basics

Morningstar Overall Rating:
Total Assets:6.37B
Category:Large Blend
Annual Report Expense Ratio (net):1.80%

Performance & Risk

YTD Return:7.67%
5y Avg Return:14.55%
Rank in Category (ytd):17
% Rank in Category (ytd):1.04%
Beta (3y):0.90
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. It may invest up to 25% of its net assets in foreign securities, which includes foreign debt and foreign equity securities. View More
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