Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Invesco Charter A (CHTRX)

22.49 Up 0.06(0.27%) Apr 17
Get the big picture on all your investments.
Prev Close:22.43
YTD Return*:2.97%
Net Assets*:6.23B
Yield*:0.84%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for CHTRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AXP2.570.74
GE2.10-6.92
BRK.A2.095.23
PGR1.98-6.19
SNY.PA1.98-3.34

Fund Basics

Morningstar Overall Rating:
Total Assets:6.23B
Category:Large Blend
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:2.97%
5y Avg Return:17.84%
Rank in Category (ytd):10
% Rank in Category (ytd):0.59%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback