Invesco Charter Fund Quote
| CHRSX Fund | USD 21.90 0.13 0.60% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Invesco Charter is trading at 21.90 as of the 30th of November 2024; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 21.77. Invesco Charter has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Invesco Charter Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2024 and ending today, the 30th of November 2024. Click here to learn more.
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. More on Invesco Charter Fund
Moving together with Invesco Mutual Fund
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Large Blend, Invesco, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Charter Fund [CHRSX] is traded in USA and was established 30th of November 2024. Invesco Charter is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund currently has accumulated 3.57 B in assets under management (AUM) with no minimum investment requirementsInvesco Charter is currently producing year-to-date (YTD) return of 27.86% with the current yeild of 0.0%, while the total return for the last 3 years was 7.93%.
Check Invesco Charter Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Charter Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Charter Fund Mutual Fund Constituents
| AXP | American Express | Stock | Financials | |
| AMAT | Applied Materials | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| HCA | HCA Holdings | Etf | Health Care | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary |
Invesco Charter Risk Profiles
| Mean Deviation | 0.5404 | |||
| Semi Deviation | 0.6874 | |||
| Standard Deviation | 0.7642 | |||
| Variance | 0.584 |
Invesco Charter Against Markets
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.
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