Invesco Charter Financials

CHRRX Fund  USD 21.61  0.10  0.46%   
Financial data analysis helps to validate if markets are presently mispricing Invesco Charter. We were able to interpolate data for sixteen available reported financial drivers for Invesco Charter, which can be compared to its competitors. The fund experiences a normal downward trend and little activity. Check odds of Invesco Charter to be traded at $21.39 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Invesco Charter Fund Summary

Invesco Charter competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. 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 percent of its net assets in foreign securities, which include foreign debt and foreign equity securities.
Specialization
Large Blend, Large Blend
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressAIM Equity Funds
Mutual Fund FamilyInvesco
Mutual Fund CategoryLarge Blend
BenchmarkDow Jones Industrial
Phone800 959 4246
CurrencyUSD - US Dollar

Invesco Charter Key Financial Ratios

Invesco Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Charter's current stock value. Our valuation model uses many indicators to compare Invesco Charter value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Charter competition to find correlations between indicators driving Invesco Charter's intrinsic value. More Info.
Invesco Charter Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.17  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Charter Fund is roughly  6.02 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Charter's earnings, one of the primary drivers of an investment's value.

Invesco Charter Systematic Risk

Invesco Charter's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Charter volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty with a total number of output elements of eleven. The Beta measures systematic risk based on how returns on Invesco Charter correlated with the market. If Beta is less than 0 Invesco Charter generally moves in the opposite direction as compared to the market. If Invesco Charter Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Charter is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Charter is generally in the same direction as the market. If Beta > 1 Invesco Charter moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Charter Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 30.24 Billion. Invesco Charter retains roughly 3.57 Billion in net asset claiming about 12% of funds under Large Blend category.

Invesco Charter December 13, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Invesco Charter help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Charter Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Charter Fund based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Charter's daily price indicators and compare them against related drivers.

Other Information on Investing in Invesco Mutual Fund

Invesco Charter financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Charter security.
Fundamental Analysis
View fundamental data based on most recent published financial statements
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets