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Invesco Charter A

CHTRX
18.83
+0.08
+0.43%
8/29/2016
5 Years
  • Previous Close

    18.75

  • Net Assets

    3.65B

  • Yield

    1.02%

  • Front load

    5.50

  • Expenses

    1.07%

  • Category

    Large Blend

  • Morningstar Risk

    Low

  • Morningstar Rating ★★
Profile

Name of Issuer

Invesco

Fund Style

Open

Fund Manager

Ronald Sloan

Investment Style

Large Blend

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.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP 50

Inception

11/26/1968

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