About CHFTX
Invesco Charter Fund Class R6 is a mutual fund focused on achieving long-term capital growth, with current income as a secondary objective. The fund primarily invests in equity securities, notably common stocks of companies with strong prospects for both capital appreciation and dividend income. Its portfolio is diversified across major sectors, with significant exposure to large-cap U.S. companies in technology, consumer discretionary, health care, and financial services. The fund’s top holdings include prominent names such as Microsoft, NVIDIA, Apple, Amazon, and Meta Platforms, reflecting an emphasis on industry leaders within the large blend category. With around 72 holdings, the fund maintains a balanced approach, seeking to mirror certain market exposures of the Russell 1000 Index while implementing active stock selection. Managed actively by Invesco, it targets institutional investors and offers a competitive expense ratio. The fund’s strategy aims to deliver consistent performance over time, leveraging both growth and income potential found within well-established U.S. corporations.
Fund Family Invesco
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CHFTX
Share Class Class R6
Index Russell 1000 TR USD
CHFTX had a total return of 12.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.92%.
